Client Reporting Team Supervisor

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

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.

Responsibilities

• 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
  Demonstrable experience of managing and supervising a team

Qualifications

• 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
  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

Benefits

• 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