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 and a competitive salary and range of benefits.
Mortgage and Protection Adviser
As an AFH employed Mortgage & Protection Adviser, your role is to ascertain clients’ mortgage and protection needs, investigate and research suitable options and present suitable solutions and recommendations based on their needs, affordability and eligibility.
Your role will be mainly desk based, working from our Bromsgrove Head Office, where you will utilise video conferencing tools, such as Microsoft Teams, as a preferred method of contact supported by e-mail and telephone as appropriate
As our Mortgage and Protection Adviser you will be responsible for:
1. Develop an understanding of the AFH Financial Group’s strategy and core values.
2. At all times to represent the AFH brand in a professional and courteous manner.
3. To comply with AFH’s advice process and maintain regulatory competence and KPI standards.
4. Follow the Regulated Advice Process to build long term relationships and deliver excellent client outcomes.
5. Acquire new clients, fro...