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Research Team Supervisor

3 months ago

Bromsgrove, Worcestershire, United Kingdom AFH Financial Group Full time

Research Team Supervisor (6 month FTC)


As a Research Team Supervisor, you will join our Technical Research team to oversee and line manage a team to ensure timely, efficient and accurate research is completed for AFH advisers, in this full-time, temporary role for 6 months (covering maternity leave), with hybrid working opportunities.


Key Responsibilities as our Research Team Supervisor
will include:

  • Line management of all members of the team
  • Dealing with any staffing or workflow issues/requirements within the team, escalating to the Technical Research Manager where necessary
  • Identify training needs for all team members, ensure any training requirements are met
  • Identify any process issues/improvements and escalate for investigation
  • Ensure that the team adheres to SLA's
  • Provide coaching and support to other team members
  • Developing a thorough understanding of the firm's Advice Guidance, as and when delivered
  • Supporting staff with tax and other complex calculations
  • Assessing the quality of completed research and providing feedback to staff
  • Researching and reviewing, where necessary, new and existing legislation and technical/product information
  • Communicating with IFAs coherently on a regular basis and providing case updates where required
  • Maintaining and developing knowledge and technical understanding of all financial planning concepts, through personal management of own CPD
  • Participating in firm research projects, adhering to set deadlines, as and if required

What we are looking for in our ideal
Research Team Supervisor:

  • Diploma in Financial Planning as a minimum qualification requirement
  • Demonstration of knowledge, interest and experience in personal financial planning and in the construction of financial planning research and suitability reports
  • Experience in an IFA environment, demonstrating quality communications of constructive feedback
  • A high standard of written and communication skills
  • An ability to demonstrate strong reportwriting skills
  • A high level of accuracy and attention to detail
  • Aptitude in Microsoft Office

Key Performance Measures

  • All individual and team functions conducted within set SLAs. Quality and quantity of output from the team will be assessed
  • Good quality MI in relation to tasks conducted
  • Adviser feedback about performance
  • Feedback from Technical Research Manager

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 threemonth probation
  • Contributory pension scheme, and deathinservice 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.