Client Services Manager – Financial Advisory Ops

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

Job summary

A leading independent financial advisory firm in Cardiff is seeking a Client Services Manager to oversee a team ensuring high-quality support for Financial Advisers. The role requires strong management skills, an understanding of FCA regulations, and the ability to build relationships in a fast-paced environment. In return, the firm offers a competitive salary and a range of benefits, including flexible working and professional development opportunities.

Benefits

Flexible working & holidays

Social perks

Pension scheme

Bonus scheme

Health and wellbeing

Professional development

Shopping discounts

Qualifications

• Proven experience in a managerial position in financial services administration.
• Ability to form positive relationships in a high-pressure environment.
• Proven management experience within a fast-paced industry.

Responsibilities

• Oversee and manage the Client Services Team.
• Ensure compliance with FCA regulations and internal policies.
• Drive continuous process improvements for team operations.

Skills

Proven experience in financial services administration

Ability to form positive relationships

Management experience in a fast-paced industry

Understanding of FCA regulations

Experience in supervising a team

Excellent organisational skills

Strong interpersonal skills

Job description

A leading independent financial advisory firm in Cardiff is seeking a Client Services Manager to oversee a team ensuring high-quality support for Financial Advisers. The role requires strong management skills, an understanding of FCA regulations, and the ability to build relationships in a fast-paced environment. In return, the firm offers a competitive salary and a range of benefits, including flexible working and professional development opportunities.