New Business Supervisor in Lavender Fields - AFH Wealth Management Careers

Job Overview

Lavender Fields, England
Job Type
Full Time
Date Posted
12 days ago

Additional Details

Job ID
Job Views

Job Description

New Business Supervisor
As a New Business Supervisor, you will join our New Business team and oversee and line manage a part of the New Business Team to ensure timely, efficient and accurate processing of New Business that is received into the office, adhering to all the relevant SLA’s. This is a full-time, permanent role with hybrid working opportunities.
Key Responsibilities as our New Business Supervisor will include:
Line management of all members of the team including the carrying out of regular 1:1’s
To be a point of contact for clients, life offices and members of the business
Dealing with any issues regarding any staffing or workflow requirements within the team, escalating to the New Business Manager where necessary
Identify training needs for all team members, liaising with the New Business Manager to ensure any training requirements are met
Ensure the daily maintenance of the New Business diary and monitor the daily workflow, reallocating work to other Team members where necessary
Identify any process issues/improvements and escalate for investigation by Project Team
Ensuring that all workflow within the team is dealt with in accordance with the compliance department’s guidelines
Ensure that all administration systems are maintained, that all client data is accurate and up to date.
Ensure that Team adheres to all SLA’s in relation to the New Business processing, assisting with daily workflow wherever necessary
Provide coaching and support to other team members
Have the technical knowledge to process all business types and the ability to communicate this to the team members
The ability to submit all business types online with the exception of Protection cases
An in-depth understanding of how all relevant platforms operate so that the relevant information can be located in order to update the diary
Any other reasonable request made by a Director/Manager of the business
What we are looking for in our ideal New Business Supervisor :
Previous experience within a similar role from an IFA setting
Previous experience of coaching and supporting team members
Previous experience of training staff
Effective organisational and planning skills
Able to work to deadlines
Able to forge and develop relationships
Experienced using Microsoft Word and Excel
Delivery focused, with a drive for quality throughout
Excellent interpersonal and communication skills
Must have a keen eye for detail
Experience of managing other people
Willing to learn and develop
Able to work as part of a team, or if required, under your own initiative
Benefits of working for AFH:
Training and qualifications - We take pride in supporting and paying for our staff to undertake professional qualifications relevant to your jobs role once you have passed your three-month probation
Contributory pension scheme, and death-in-service benefit at 4 x your annual salary
Competitive salary and annual discretionary bonus, following one year’s service
Health benefit scheme – including digital gym subscriptions, dental and optional treatments and alternative therapies
Flexible working options and competitive holiday allowance, with annual buy and sell scheme options
Loyalty bonus and additional holiday days, based on length of service
Employee referral bonus scheme
Social events
With over 30 years of experience and more than 200 accredited advisers nationwide, AFH is one of the UK’s leading independent financial advisory firms.
If you or anyone that you know are interested in becoming a part of our growing community as our New Business Supervisor, get in touch and click ‘APPLY’ today or email us via . We look forward to hearing from you!


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