Client Services Supervisor

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

Job summary

A leading UK financial advisory firm is seeking a Client Services Supervisor to lead a team and ensure exceptional service delivery. Responsibilities include mentoring staff, monitoring compliance with FCA regulations, and managing administrative tasks efficiently. The ideal candidate should have experience in financial services administration and excellent organizational skills. This role offers a competitive salary, flexible working arrangements, and extensive benefits including pension schemes and professional development opportunities.

Benefits

Flexible working and holidays

Annual bonus scheme

Health and wellbeing initiatives

Professional development programs

Shopping discounts

Qualifications

• Experience in a supervisory role in financial services administration.
• Strong understanding of FCA regulations and compliance requirements.
• Excellent verbal and written communication skills.

Responsibilities

• Lead and support a team of Client Service Executives.
• Oversee team workload and ensure efficient service delivery.
• Conduct regular team meetings and manage timelines.

Skills

Team guidance and development

Relationship building

Financial services administration

Understanding of FCA regulations

Organisational skills

Tools

Microsoft Outlook

Microsoft Teams

Xplan

Job description

Client Services Supervisor

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 among team members and advisers, ensuring co‑operation, efficiency and outstanding service is always delivered.

What we are looking for in our ideal Client Services Supervisor

• 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 skills.

Client Services Supervisor – 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 a range of benefits.

Responsibilities

• 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 requests from our Financial Advisers.
• Conduct regular team meetings and manage time effectively.
• Demonstrate strong interpersonal skills with the ability to use clear and concise language in both verbal and written communication.
• Experience using Microsoft applications and industry‑specific software (e.g., Outlook, Teams and Xplan, Provider Platforms, etc.).

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 – annual Christmas and Summer parties.
• Pension – contributory pension scheme with Royal London and a death‑in‑service benefit.
• Bonus scheme – discretionary annual bonus following completion of a year's service.
• Health and wellbeing – access to the MediCash app and a wide range of health and wellbeing initiatives, including discounted health club memberships and free healthcare benefits.
• Professional development – tailored learning and development programmes.
• Shopping discounts – discounts or cashback on everyday purchases from favourite retailers and free online training courses.

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