Client Reporting Team Lead - AVR & QTRs

AFH Financial Group; Stoke Pound; On-site; GBP 60,000 - 80,000; Full time

Job summary

A leading financial advisory firm in the United Kingdom is seeking a Supervisor for client reporting and administration. The role requires experience in managing teams and ensuring compliance with financial standards. Successful candidates will have strong skills in financial services, team training, and working with Microsoft Office tools. The position offers a full-time contract with a competitive salary and various employee benefits including a pension scheme and bonuses.

Benefits

Social perks including annual Christmas and Summer parties

Contributory pension scheme

Competitive salary and discretionary annual bonus

Health and wellbeing cashback program

Tailored learning and development programmes

Shopping discounts from various retailers

Qualifications

• Experience managing and supervising teams in a financial services environment.
• Strong drive for quality and client satisfaction.
• Proficient in Microsoft Word, Excel, Outlook, and PowerPoint.

Responsibilities

• Supervise generation of client annual valuation reporting and quarterly reports.
• Ensure adherence to service standards and compliance procedures.
• Conduct quality audits and analyze team performance metrics.

Skills

Training and mentoring staff

Understanding of the financial services market

Knowledge of Consumer Duty

Microsoft Office proficiency

Delivery focused

Job description

A leading financial advisory firm in the United Kingdom is seeking a Supervisor for client reporting and administration. The role requires experience in managing teams and ensuring compliance with financial standards. Successful candidates will have strong skills in financial services, team training, and working with Microsoft Office tools. The position offers a full-time contract with a competitive salary and various employee benefits including a pension scheme and bonuses.