Client Services Manager - Cardiff Team

AFH Financial Group; Bromsgrove; Hybrid; GBP 45,000 - 65,000; Full time

Benefits offered by this job

Flexible working

Professional development

Pension

Bonus scheme

Health and wellbeing

Discounts

Job summary

AFH Wealth Management is seeking a Client Services Manager to provide senior operational leadership, develop team capability and oversee day-to-day running of the Client Services function within our Cardiff Gate Office with hybrid working.

You will lead up to six teams, partner with senior stakeholders, drive process improvements and ensure service standards and regulatory compliance, while delivering high-quality client outcomes in a fast-growing independent advisory firm.

Qualifications

• Experience in a senior operational or people management role.
• Proven track record managing multiple teams.
• Experience leading or representing a business area in projects.
• Strong understanding of operational risk and service delivery.

Responsibilities

• Oversee day-to-day running of up to six Client Services Teams.
• Provide senior leadership to Team Supervisors and staff.
• Lead project work and ensure alignment to capacity and standards.
• Implement change initiatives and standardise deployment across function.
• Monitor regulatory compliance and internal policies.
• Develop MI and workflow reporting for Senior Management.

Skills

Team leadership

Operational risk

Stakeholder management

Project delivery

Quality assurance

Job description

Client Services Manager

Location: Cardiff Gate Office with hybrid working

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 co-operation, efficiency and outstanding service are consistently delivered

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.