Desk- Financial Adviser

Financial Adviser – Desk Based

Location:

Bromsgrove Head Office with Hybrid working

Contract type:
Permanent

Hours:

Full-time

This is a fantastic opportunity to join our team at AFH Wealth Management. AFH Wealth Management is one of the UK’s leading independent financial advisory and wealth management firms – providing expert advice and long‑term financial solutions to individuals, families and businesses. With more than 200 Advisers and 750 staff, we are driven by our culture, values and client‑centric approach.

We are looking for those of you who wish to be part of an established business and are keen to work in line with our strong growth plans. This is a full‑time, permanent opportunity and in return, you will receive a competitive salary and range of benefits.

The purpose of this role is to provide ongoing service reviews to new and existing AFH clients. You will work collaboratively as part of a small team, conducting annual reviews, writing new business, onboarding new clients, speaking to members of group schemes and acquisitions.

• Develop and maintain good client relationships supporting the overall team approach ethos
• Identify new business opportunities and seamlessly referring these to the relevant adviser
• Conduct in-depth annual reviews of clients' financial circumstances reviewing the clients’ current arrangements and identifying future aims and objectives
• Competently complete and document, on average, a minimum of three full annual reviews or new business meetings per day
• Manage your diary and book some or all of your review meetings
• Complete all preparatory work, required compliance and thoroughly document all client review activity in accordance with AFH requirements (XPlan)
• Look for opportunities and identify additional needs and objectives for review clients
• Maintain high quality client files
• Ensure ongoing service opportunities are up to date and adhere to regulatory and organisational standards for compliance and Training & Competence
• Comply with AFH’s advice process and maintain regulatory competence and KPI standards and maintain competency for the role
• Keep knowledge up to date and maintain up to date personal CPD records.

• Diploma in Regulated Financial Planning, QCA Level 4 (or FCA approved equivalent) as a minimum qualification and to maintain certified status in accordance with the FCA regulations
• Ability and experience conducting ongoing reviews, spotting opportunities to positively enhance the client’s situation, gaining buy in from the client, and referring to the AFH Independent Financial Advisers, with excellent client management and referral relationship skills
• Demonstrate a continuously client centric approach, displaying excellent interpersonal skills, approachability, and professionalism
• Well presented, articulate, and dedicated to doing the right thing for our clients, with excellent IT skills and the use e of the new virtual/digital ways to communicate with Clients.

• Flexible working & holidays – Enjoy flexible working and competitive holiday allowance, with annual buy & sell scheme options as well as your birthday and Christmas Eve off. Plus, additional holiday days for long service.
• Professional development – We are committed to helping you reach your potential by offering tailored learning and development programmes to pursue your career goals.
• Pension – We offer a contributory pension scheme with Royal London at 5% employer contribution, as well as death‑in‑service benefit
• Loyalty Bonus Scheme – AFH employees are thanked for long service with a bonus and additional annual leave at 5, 10, 15 and 20 years’…