Client Services Manager | Financial Advisory Lead (Cardiff)

AFH Financial Group.; Cardiff; On-site; Full time

Benefits offered by this job

Flexible working & holidays

Annual Christmas and Summer parties

Pension scheme with Royal London

Discretionary annual bonus

Health and wellbeing initiatives

Tailored learning and development programmes

Shopping discounts

Job summary

A leading financial advisory firm is seeking a Client Services Manager to oversee a team ensuring exceptional support for Financial Advisers in Cardiff. The ideal candidate will have a proven managerial background, familiarity with FCA regulations, and the ability to foster positive relationships in a fast-paced environment. The role includes responsibility for compliance, client onboarding, and tracking team performance. Competitive salary and benefits package included.

Qualifications

• Experience in a managerial position preferably in an IFA firm.
• Understanding of FCA regulations and compliance requirements.
• Experience in supervising or mentoring a team.

Responsibilities

• Manage the Client Services Team ensuring standardized processes.
• Support Financial Advisers through regular 1:1 meetings.
• Ensure compliance with FCA regulations.

Skills

Proven managerial experience in financial services administration

Ability to form positive relationships

Organisational and time management skills

Strong interpersonal skills

Job description

A leading financial advisory firm is seeking a Client Services Manager to oversee a team ensuring exceptional support for Financial Advisers in Cardiff. The ideal candidate will have a proven managerial background, familiarity with FCA regulations, and the ability to foster positive relationships in a fast-paced environment. The role includes responsibility for compliance, client onboarding, and tracking team performance. Competitive salary and benefits package included.