AFH Wealth Management
Client Services Manager - Cardiff Team
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Client Services Manager
Location: Cardiff Gate Office with hybrid working
Contract type: Permanent
Hours: Full-time
This is an exciting opportunity to join our team at AFH Wealth Management.
AFH Wealth Management is one of the UK’s leading independent financial advisory and wealth management firms - providing expert advice and long-term financial solutions to individuals, families, and businesses. With more than 200 Advisers and 750 staff, we are driven by our culture, values, and client-centric approach.
We are looking for those of you who wish to be part of an established business and are keen to work in line with our strong growth plans. This is a full-time, permanent opportunity and in return, you will receive a competitive salary and range of benefits.
The role:
The purpose of this role is to provide senior operational leadership, develop team capability, oversee the effective day-to-day running of the teams within scope, and take a lead role in relevant project activity, providing clear direction, informed decision-making, and practical operational input as well as being responsible for operational implementation within the Client Services Function.
As our Client Services Manager, you will typically:
- Take responsibility for the overall management and performance of up to six Client Services Teams
- Provide senior leadership, direction, and support to Team Supervisors and team members, ensuring priorities are clear, resources are aligned to business needs, and performance expectations are understood
- Lead or contribute to relevant project work on behalf of Client Services, attending project meetings, providing operational insight, and ensuring project activity is aligned to team capacity, service standards, and client outcomes
- Responsible for operational implementation of change initiatives, working in partnership with peers to ensure a standardised implementation across the function
- Monitor compliance with relevant regulations and internal policies, addressing any risks or breaches
- Develop a culture of getting work right first time by implementing appropriate quality assurance, audit, and review processes to identify and resolve areas of concern
- Develop and monitor departmental MI and workflow across all teams, ensuring activity is completed in line with company SLAs and agreed service standards, provide reporting to Senior Management
- Work with senior stakeholders and other managers to identify and implement process improvements that enhance quality, consistency, efficiency, and client outcomes
- Promote and encourage a positive working environment across the Client Services Teams, ensuring cooperation, efficiency, and outstanding service are consistently delivered
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What we are looking for in our ideal Client Services Manager:
- Experience in a senior operational, client services, or people management role, ideally within financial services or a regulated environment
- Proven experience of managing multiple teams, Team Supervisors, or managers, with the ability to deliver performance through others
- Experience of leading, supporting, or representing a business area within project work, including attending project meetings, providing operational steer, and making informed decisions
- Strong understanding of operational risk, quality assurance, workflow management, and service delivery within a client-focused environment
- Able to balance strategic priorities with day-to-day operational delivery, ensuring decisions are practical, risk-aware, and aligned to business objectives
- Confident working with senior stakeholders, challenging appropriately, and influencing outcomes across teams and functions
What AFH can offer - Perks & Benefits:
- Flexible working & holidays: Enjoy flexible working and competitive holiday allowance, with annual buy & sell scheme options as well as your birthday and Christmas Eve off. Plus, additional holiday days for long service.
- Professional development: We are committed to helping you reach your potential by offering tailored learning and development programmes to pursue your career goals.
- Pension: We offer a contributory pension scheme with Royal London, as well as death-in-service benefit.
- Loyalty Bonus Scheme: AFH employees are thanked for long service with a bonus and additional annual leave at 5, 10, 15, and 20 years’ service. Earning up to an additional 75% of 3 months’ salary with an additional 3-week holiday.
- Social perks: To recognise and celebrate employees' great work, we are all invited to our annual Christmas and Summer parties.
- Bonus scheme: All AFH employees are offered a competitive salary and a discretionary annual bonus, following completion of a year’s service.
- Health and wellbeing: The MediCash app puts your health in the palm of your hands. Claim cashback on a wide selection of health and wellbeing initiatives, including discounted health club memberships and free healthcare benefits.
- Shopping discounts: Our employees can choose from many retailers to get discounts or cashback on everyday purchases from our favourite high street clothing stores to our go-to supermarkets, as well as access to free online training courses.
- Salary sacrifice schemes: Various salary sacrifice schemes such as Electric Vehicle Scheme or Charity Giving.
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To learn more about this opportunity and the culture of AFH Wealth Management, please visit our Careers website https://www.afhwm.co.uk/careers/.
If you have any questions about this vacancy, please contact the People Resourcing Team on recruitment@afhgroup.com.
We look forward to hearing from you!
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