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Client Reporting Team Supervisor

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360 Resourcing Solutions

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Location:
United Kingdom , Bromsgrove

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Category:

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Contract Type:
Not provided

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Salary:

Not provided

Job Description:

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

Job Responsibility:

  • 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
  • Manage performance of the team through 1:1 and goal setting
  • Analyse weekly and monthly team MI, proactively forecast resourcing requirements to meet SLAs
  • 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
  • Support the delivery of any project work as required
  • Maintain a clear understanding of service propositions and adherence to Consumer Duty

Requirements:

  • 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
What we offer:
  • Flexible working & holidays
  • Competitive holiday allowance with annual buy & sell scheme options
  • Birthday off
  • Additional holiday days for long service
  • Annual Christmas and Summer parties
  • Contributory pension scheme with Royal London
  • Death-in-service benefit
  • Discretionary annual bonus
  • MediCash app for health and wellbeing cashback
  • Tailored learning and development programmes
  • Shopping discounts

Additional Information:

Job Posted:
January 07, 2026

Employment Type:
Fulltime
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