New Business Supervisor

Posted 5 days ago by REED Insurance
My client are a nationwide firm of Independent Financial Advisers advising across a range of financial products including Investments, Personal Pensions, Corporate Pensions, Protection, Mortgages and Life Assurance. The firm are set for more growth plans this year and early next year with a few business acquisitions lined up. They are currently seeking an experienced New Business Supervisor to help drive and manage the flow and processing of new business into the firm..

If you have supervisory experience within an IFA or Financial Services, are highly organised and confirdent, this role will be for you.

Main Duties:

• 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


• 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
• Previous IFA or Financial Services experience relating to the above

Reed Specialist Recruitment Limited is an employment agency and employment business

Application questions

Do you have supervisory experience within Financial Services?
Do you have supervisory experience within an IFA environment?

Reference: 34853635

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