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For Companies At a Glance
- Tasks: Lead a dynamic team to deliver exceptional client service and manage workflow efficiently.
- Company: Join AFH Wealth Management, a top independent financial advisory firm in the UK.
- Benefits: Enjoy flexible working, competitive holidays, and a range of health perks.
- Why this job: Make a real impact while developing your leadership skills in a supportive environment.
- Qualifications: Experience in financial services and strong team management skills are essential.
- Other info: Celebrate success with social events and enjoy tailored professional development opportunities.
The predicted salary is between 28800 - 43200 £ per year.
Join our team as a Client Services Supervisor at AFH Wealth Management, a leading independent financial advisory and wealth management firm in the UK. We are looking for a dedicated leader to grow with us and support our expansion plans. This full‑time, permanent role offers a competitive salary and a range of benefits.
Responsibilities
- Oversee a team of Client Services Executives and Administrators, ensuring efficient workflow management, regulatory compliance, and excellent client service delivery.
- 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 to discuss process change recommendations, 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 amongst team members and advisers, ensuring cooperation, efficiency, and outstanding service is always delivered.
Qualifications
- 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 and time management skills.
- Strong interpersonal skills with ability to use clear and concise language in both verbal and written communication.
- Experience using both Microsoft applications and industry‑specific software (e.g., Outlook, Teams, Xplan, Provider Platforms, etc).
Benefits and Perks
- Flexible working and competitive holiday allowance with annual buy & sell scheme options and birthday off; additional holiday days for long service.
- Social perks – annual Christmas and Summer parties to celebrate great work.
- Pension – contributory pension scheme with Royal London and death‑in‑service benefit.
- Bonus scheme – discretionary annual bonus following completion of a year’s service.
- Health and wellbeing – MediCash app, cashback on health club memberships, free healthcare benefits, and more.
- Professional development – tailored learning and development programmes to pursue career goals.
- Shopping discounts – discounts or cashback on everyday purchases from favourite retailers and free online training courses.
How to Apply
To learn more about this opportunity and the culture of AFH Wealth Management, please visit our Careers website or email the People Resourcing team at recruitment@afhgroup.com. We look forward to hearing from you!
Client Services Supervisor in Bromsgrove employer: AFH Wealth Management
Contact Detail:
AFH Wealth Management Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Services Supervisor in Bromsgrove
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the hunt for a Client Services Supervisor role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching AFH Wealth Management thoroughly. Understand their values, culture, and recent news. This will help you tailor your answers and show that you're genuinely interested in being part of their team.
✨Tip Number 3
Practice your leadership skills! Since the role involves overseeing a team, think of examples from your past experiences where you've successfully led a group. Be ready to share these stories during interviews to demonstrate your capability.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you're serious about joining AFH Wealth Management and are keen to be part of our exciting journey.
We think you need these skills to ace Client Services Supervisor in Bromsgrove
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that match the Client Services Supervisor role. Highlight your leadership experience and any relevant financial services background to catch our eye!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for our team. Share specific examples of how you've led teams and improved service delivery in previous roles.
Showcase Your Communication Skills: Since this role involves a lot of communication, make sure your application showcases your ability to convey information clearly and concisely. We love seeing strong written communication right from the start!
Apply Through Our Website: We encourage you to apply through our Careers website. It’s the best way to ensure your application gets to us directly and shows your enthusiasm for joining AFH Wealth Management!
How to prepare for a job interview at AFH Wealth Management
✨Know Your Stuff
Make sure you understand the financial services industry, especially the role of a Client Services Supervisor. Brush up on FCA regulations and compliance requirements, as these will likely come up in conversation. Being knowledgeable will show that you're serious about the position.
✨Showcase Your Leadership Skills
Prepare examples of how you've successfully led and motivated teams in the past. Think about specific situations where you’ve improved team performance or resolved conflicts. This will demonstrate your ability to guide and develop a team effectively.
✨Be Ready for Scenario Questions
Expect questions that ask how you would handle specific situations, like managing workload or dealing with complex client queries. Practise your responses to these scenarios so you can articulate your thought process clearly during the interview.
✨Ask Insightful Questions
Prepare thoughtful questions about the company culture, team dynamics, and growth opportunities within AFH Wealth Management. This shows your genuine interest in the role and helps you assess if the company is the right fit for you.
