Client Services Lead for Financial Advisory Growth

AFH Financial Group.; Bromsgrove; On-site; GBP 60,000 - 80,000; Full time

Job summary

A leading independent financial advisory firm in Bromsgrove seeks a Client Services Manager. This full-time role focuses on managing a team to ensure high-quality support for Financial Advisers. Responsibilities include tracking team KPIs, ensuring compliance with regulations, and improving processes. The ideal candidate should have managerial experience in financial services, with strong relationship-building and organizational skills. Competitive salary and attractive benefits, including flexible working and professional development opportunities, are offered.

Benefits

Flexible working & holidays

Social perks

Pension scheme

Bonus scheme

Health and wellbeing initiatives

Professional development

Shopping discounts

Qualifications

• Proven experience in a managerial position in financial services administration.
• Ability to form positive relationships in high-pressure environments.
• Experience in supervising or mentoring a team.
• Excellent organizational and time management skills.

Responsibilities

• Manage the Client Services Team and ensure adherence to processes.
• Work closely with Supervisors to achieve departmental goals.
• Conduct regular 1:1’s with Financial Advisers.
• Ensure accurate completion of administrative tasks.
• Highlight process improvement recommendations to stakeholders.
• Track KPIs and report team performance to senior management.
• Ensure compliance with FCA regulations.

Skills

Managerial experience in financial services

Relationship building

Team supervision

Understanding of FCA regulations

Organizational skills

Interpersonal communication

Job description

A leading independent financial advisory firm in Bromsgrove seeks a Client Services Manager. This full-time role focuses on managing a team to ensure high-quality support for Financial Advisers. Responsibilities include tracking team KPIs, ensuring compliance with regulations, and improving processes. The ideal candidate should have managerial experience in financial services, with strong relationship-building and organizational skills. Competitive salary and attractive benefits, including flexible working and professional development opportunities, are offered.