Client Reporting Team Lead - Finance & Compliance

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

Job summary

A leading independent financial advisory firm in the UK is seeking a Client Reporting Team Supervisor to oversee the administration of client reporting. You will manage a team to ensure high-quality delivery of annual valuation and quarterly reports while fostering a focus on compliance and service standards. Ideal candidates will have experience in team management and a strong understanding of the financial services market. This role offers competitive salary, flexible working options, and comprehensive benefits.

Benefits

Flexible working and competitive holiday allowance

Social perks with annual parties

Contributory pension scheme

Discretionary annual bonus

Health and wellbeing initiatives

Tailored learning and development programmes

Shopping discounts from various retailers

Qualifications

• Demonstrable experience of managing and supervising a team.
• Previous experience with training and mentoring staff.
• Good understanding of the financial services market and investment products.
• Knowledge of Consumer Duty.
• Experienced using Microsoft Word, Excel, Outlook and PowerPoint.
• Delivery focused, with a drive for quality throughout.

Responsibilities

• Manage the generation of AVRs to support adviser reviews.
• Manage quality control and delivery of QTRs.
• Manage team performance through 1:1s and goal setting.
• Analyse team MI and forecast resourcing requirements.
• Conduct quality audits to ensure service standards compliance.
• Maintain client data accuracy and report discrepancies.
• Support delivery of project work as needed.
• Ensure compliance with Consumer Duty regulations.

Skills

Team management

Training and mentoring

Financial services knowledge

Consumer Duty knowledge

Microsoft Office proficiency

Quality focus

Job description

A leading independent financial advisory firm in the UK is seeking a Client Reporting Team Supervisor to oversee the administration of client reporting. You will manage a team to ensure high-quality delivery of annual valuation and quarterly reports while fostering a focus on compliance and service standards. Ideal candidates will have experience in team management and a strong understanding of the financial services market. This role offers competitive salary, flexible working options, and comprehensive benefits.