AFH Wealth Management
Client Services Supervisor
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Location: Cardiff Office
Working model: Hybrid Working Model
Contract type: Permanent
Hours: Full-time
Salary: Negotiable DOE
This is a unique 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.
As our Client Services Supervisor, you will typically:
- Lead, support, and motivate a team of Client Service Executives and Client Service Administrators
- Oversee allocation of workloads and manage team capacity to ensure efficient service delivery of all administrative and technical support requests from our Financial Advisers
- Conduct regular team meetings to discuss process change recommendations, issues, and best practices
- Ensure all administrative tasks, including client onboarding, policy administration, New Business submission and document management, are completed accurately and on time
- Monitor compliance with FCA regulations and internal policies, addressing any risks or breaches
- Act as a point of escalation for complex queries from administrators, clients, and financial advisers
- Promote and encourage a positive work environment amongst team members and advisers, ensuring co-operation, efficiency and outstanding service is always delivered.
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What we are looking for in our ideal Client Services Supervisor:
- Ability to guide and develop a team effectively by mentoring and upskilling where necessary
- Ability to build strong working relationships within a fast-paced environment
- Experience in financial services administration, preferably within an IFA firm
- An understanding of FCA regulations and compliance requirements
- Excellent organisational and time management skills
- Strong interpersonal skills with ability to use clear and concise language in both verbal and written communication
- Experience using both Microsoft applications and industry-specific software (e.g., Outlook, Teams and Xplan, Provider Platforms etc)
Benefits And Perks At AFH
- Flexible working & holidays - Enjoy flexible working and competitive holiday allowance, with annual buy & sell scheme options and your birthday off. Plus, additional holiday days for long service.
- Social perks - To recognise and celebrate employees' great work we are all invited to our annual Christmas and Summer parties.
- Pension - We offer a contributory pension scheme with Royal London as well as death-in-service benefit.
- 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.
- Professional development - We are committed to helping you reach your potential by offering tailored learning and development programmes to pursue your career goals.
- 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.
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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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