Client Services Lead – Wealth Management (Hybrid)

AFH Financial Group. logo
AFH Financial Group.
ScreenedHybrid
Cardiff, Wales
Posted 3 days ago
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About the role

AFH Wealth Management is seeking a Client Services Supervisor to lead a team of Client Service Executives and Administrators in a hybrid Cardiff-based role. You will oversee workload, ensure accurate onboarding and documentation, and monitor FCA compliance while driving high-quality service for advisers and clients.

The ideal candidate has experience in financial services administration, strong organisational skills, and excellent communication abilities.

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