Client Services Manager

Client Services Manager – AFH Wealth Management

AFH Wealth Management, one of the UK's leading independent financial advisory and wealth management firms, is offering a full‑time, permanent Client Services Manager role. The position includes a competitive salary and a range of benefits.

The purpose of this role is to oversee and line‑manage a team of supervisors to ensure the delivery of high‑quality support services to our Financial Advisers. You will act as an escalation point for questions and queries across the team.

• Be responsible for the overall management of the Client Services Team, ensuring a standardised approach is followed for all processes
• Work closely with all Supervisors to achieve departmental goals
• Hold regular 1:1s with Financial Advisers to ensure the support they have meets their expectations
• Ensure all administrative tasks, including client onboarding, policy administration and document management, are completed accurately and on time
• Drive continuous process improvements and highlight any process change recommendations to the relevant stakeholders for review
• Track KPIs for the team and provide reports to senior management on team performance
• Ensure compliance with FCA regulations and internal policies, addressing any risks or breaches.

• Proven experience in a managerial position in financial services administration, preferably within an IFA firm
• Ability to form positive relationships in a high‑pressure environment
• Proven management experience within a fast‑paced industry
• An understanding of FCA regulations and compliance requirements
• Experience in supervising or mentoring a team, upskilling where necessary
• Excellent organisational and time‑management skills
• Strong interpersonal skills using clear and concise language in both written and verbal correspondence.

• Flexible working & holidays – Enjoy flexible working and competitive holiday allowance, with annual buy & sell scheme options and your birthday off. Additional holiday days for long service.
• Social perks – Invitations to annual Christmas and Summer parties.
• Pension – Contributory pension scheme with Royal London plus death‑in‑service benefit.
• Bonus scheme – Competitive salary and a discretionary annual bonus, following completion of a year’s service.
• Health and wellbeing – Medi Cash app providing cashback on a wide selection of health and wellbeing initiatives, including discounted health club memberships and free healthcare benefits.
• Professional development – Tailored learning and development programmes to pursue your career goals.
• Shopping discounts – Employees can choose from many retailers to get discounts or cashback on everyday purchases, with access to free online training courses.

• Seniority level:
  Mid‑Senior level
• Employment type:
  
  Full‑time
• Job function:
  Business Development and Sales;
  Industries:
  Banking

To learn more about this opportunity and the culture of AFH Wealth Management, please visit our Careers website  or if you have any queries, email the People Resourcing team via  We look forward to hearing from you!