Client Reporting Team Supervisor

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

• Location: Bromsgrove, Worcestershire, United Kingdom
• Salary: Competitive Salary and Benefits

An opportunity to join AFH Wealth Management, one of the UK’s leading independent financial advisory and wealth management firms.

We are looking for those of you who wish to grow with us as a business and support our strong growth plans. This is a full-time, permanent opportunity and in return, you will receive a competitive salary and range of benefits.

The purpose of this role is to supervise and oversee the administration and generation of client annual valuation reporting (AVR) and quarterly transactional reports (QTR). Ensuring all processes and procedures are followed and to a compliant and high standard.

Client Reporting Team Supervisor you will typically:

• Manage the generation with a high level accuracy of AVRs to support adviser reviews
• Manage process of generation, quality control and delivery of QTRs within agreed service levels, whilst working with other stakeholders to ensure accurate content for continuous client satisfaction
• Manage performance of the team through 1:1 and goal setting, ensuring that productivity targets and servicing of clients’ accounts are met on an individual and team basis
• Analyse weekly and monthly team MI, proactively forecast resourcing requirements to meet SLAs, ensuring escalation to line manager where necessary and provide suitable commentary for board report submission
• Conduct quality audits for the team to ensure consistency of service standards and procedures
• Ensure that all administration systems are maintained, client data is accurate and up to date where appropriate, referring any discrepancies to other teams as necessary
• Support the delivery of any project work as required
• Maintain a clear understanding of service propositions and adherence to Consumer Duty and how the business seeks to comply with this FCA requirement.

What we are looking for in our ideal Client Reporting Team Supervisor:

• Demonstrable experience of managing and supervising a team
• Previous experience with training and mentoring staff
• A 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.

Benefits and Perks at AFH

• 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.

To learn more about this opportunity and the culture of AFH Wealth Management, please visit our Careers website https://www.afhwm.co.uk/careers/ or email the People Resourcing team via [e-mail]. We look forward to hearing from you!