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Client Services Supervisor

United Kingdom, Cardiff Employment contract · Job Posted June 28, 2026
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Job Responsibility

  • Lead, support, and motivate a team of Client Service Executives and Client Service Administrators
  • Oversee allocation of workloads and manage team capacity to ensure efficient service delivery of all administrative and technical support request from our Financial Advisers
  • Conduct regular team meetings to discuss process change recommendation, issues, and best practices
  • Ensure all administrative tasks, including client onboarding, policy administration, New Business submission and document management, are completed accurately and on time
  • Monitor compliance with FCA regulations and internal policies, addressing any risks or breaches
  • Act as a point of escalation for complex queries from administrators, clients, and financial advisers
  • Promote and encourage a positive work environment amongst team members and advisers, ensuring co-operation, efficiency and outstanding service is always delivered

Requirements

  • Ability to guide and develop a team effectively by mentoring and upskilling where necessary
  • Ability to build strong working relationships within a fast-paced environment
  • Experience in financial services administration, preferably within an IFA firm
  • An understanding of FCA regulations and compliance requirements
  • Excellent organisational and time management skills
  • Strong interpersonal skills with ability to use clear and concise language in both verbal and written communication
  • Experience using both Microsoft applications and industry-specific software (e.g., Outlook, Teams and Xplan, Provider Platforms etc)

What we offer

  • Flexible working & holidays - Enjoy flexible working and competitive holiday allowance, with annual buy & sell scheme options and your birthday off. Plus, additional holiday days for long service
  • Social perks - To recognise and celebrate employees' great work we are all invited to our annual Christmas and Summer parties
  • Pension - We offer a contributory pension scheme with Royal London as well as death-in-service benefit
  • Bonus scheme - All AFH employees are offered a competitive salary and a discretionary annual bonus, following completion of a year’s service
  • Health and wellbeing - The MediCash app puts your health in the palm of your hands. Claim cashback on a wide selection of health and wellbeing initiatives, including discounted health club memberships and free healthcare benefits
  • Professional development - We are committed to helping you reach your potential by offering tailored learning and development programmes to pursue your career goals
  • Shopping discounts - Our employees can choose from many retailers to get discounts or cashback on everyday purchases from our favourite high street clothing stores to our go-to supermarkets, as well as access to free online training courses

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