Job Description

AFH Wealth Management is proud to be one of the UK's leading independent financial advisory and wealth management firms.


We believe that our success starts with our people. If you are determined to succeed and eager to take on new challenges, you'll find a variety of exciting career opportunities at AFH. This is a full-time, permanent opportunity with competitive benefits.

Post Team Supervisor

This is a vital role at AFH which will require you to lead a small team ensuring the smooth efficient running of the team, processing all the incoming/outgoing post functions as well as the administration involved with such a position. You will be required in our Bromsgrove head office 5 days per week for this position.

As our Post Team Supervisor, you will be responsible for:

Team Supervision

Being a leader & supporting the Post Team Assistants. Overseeing the allocation of workloads to manage team capacity to ensure efficient service delivery. Conducting regular team meetings. Discussing process change recommendation, issues, and best practices to ensure smooth running. Support, train and develop the team's skills and knowledge. Nurture a culture of getting work right first time. Attention to details and being able to identify and resolve areas for improvement whilst celebrating exceptional performance.

Incoming & Outgoing Post Functions

Opening, sorting, and scanning all incoming post into relevant files for both our Financial Advisers and all Departments business wide. Secure filing of all original post after scanning. Franking of all out-going mail (1st, 2nd, Registered and Special). Responsible for arranging deliveries and collection through a courier service. Dealing with enquiries from IFAs and other members of staff when necessary. Monitoring the emails received into a central inbox and distributing across the business. Reviewing work completed by the team to ensure quality and regulatory adherence.

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

Experience in supervising or mentoring a team. Excellent organisational and time management skills. Experience using both Microsoft applications and industry-specific software (e.g., Outlook, Teams and Xplan, Provider Platforms etc). GCSE level A-C/5-9 in English and Maths or equivalent desirable

Benefits and Perks at AFH

Flexible working & holidays

- Enjoy flexible working and competitive holiday allowance, with annual buy & sell scheme options and your birthday off. Plus, additional holiday days for long service.

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.

Apply today to register your interest in joining our team, or learn more about the benefits and perks of working at AFH and what it is like to work here via our careers website.