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Private Wealth Manager
2 months ago
AFH Wealth Management is a leading independent financial advisory and wealth management firm, seeking a highly skilled and experienced Private Wealth Supervisor to join our Investments Operations Team.
Key Responsibilities- Team Management: Manage the performance of the team through regular meetings and objective setting, ensuring processes are followed correctly and efficiently, resulting in the best outcome for clients and stakeholders within AFH Financial Group.
- Monitoring and Management: Monitor and manage direct reports for time keeping, team holidays, sickness, and return to work.
- Staffing and Workflow: Deal with any staffing or workflow issues/requirements within the team.
- Client and Stakeholder Communication: Be a direct point of contact in times of escalation for clients, providers, and members of the business.
- Process Improvement: Identify any administration process issues and implement improvements that will streamline workflows and create efficiencies across the business.
- Project Management: Identify and implement projects that will assist in the growth and expansion of AFH Private Wealth.
- Resource Planning: Analyze team MI to proactively forecast resourcing requirements, ensuring escalation to the line manager where necessary.
- Compliance and Governance: Maintain a clear understanding of the concept of Treating Customers Fairly (TCF) and how AFH Private Wealth seeks to comply with this FCA requirement.
- Regulatory Compliance: Abide by AFH Group procedures and standards in relation to anti-money laundering, data security, and confidentiality, and complete training and assessment as required.
- Experience: Previous experience of managing a team is desirable.
- Knowledge: Good knowledge of the Financial Services Sector (particularly the UK & US Stock Market) and Investment Products.
- Procedural and Compliance Knowledge: Good procedural and compliance knowledge.
- TCF Principles: Knowledge of TCF Principles and how they are applicable to individual roles.
- Organisational and Planning Skills: Effective organisational and planning skills.
- Technical Skills: Experienced using Microsoft Word, Excel, and Outlook.
- Delivery Focus: Delivery-focused, with a drive for quality throughout.
- Qualifications: Relevant qualification (or studying towards) The Chartered Institute for Securities & Investment or equivalent.
- Flexible Working: Enjoy flexible working and competitive holiday allowance, with annual buy & sell scheme options and your birthday off.
- Social Perks: To recognise and celebrate employees' great work, we are all invited to our annual Christmas and Summer parties.
- Pension: We offer a contributory pension scheme with Royal London as well as death-in-service benefit.
- Bonus Scheme: All AFH employees are offered a competitive salary and a discretionary annual bonus, following completion of a year's service.
- Health and Wellbeing: The MediCash app puts your health in the palm of your hands. Claim cashback on a wide selection of health and wellbeing initiatives, including discounted health club memberships and free healthcare benefits.
- Professional Development: We are committed to helping you reach your potential by offering tailored learning and development programmes to pursue your career goals.
- Shopping Discounts: Our employees can choose from many retailers to get discounts or cashback on everyday purchases from our favourite high street clothing stores to our go-to supermarkets, as well as access to free online training courses.
