Drop files here to upload, or click to browse.
Address Information
Street Address *
City *
Postcode *
About My Application
* I confirm that my details are complete and correct
* I confirm I have the right to work in the country where this job is based
* Job Title: Financial Adviser - Office Based
* Job Reference: AS1289670BroFAOB
* Location: Bromsgrove, Worcestershire, United Kingdom
* Salary: Competitive salary and benefits
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 a competitive salary and range of benefits.
As a Desk Based Adviser, your role is to provide ongoing service reviews to existing AFH clients. These reviews ensure that AFH delivers positive outcomes and fair value for our ongoing service clients, in line with our ongoing service propositions and Consumer Duty.
This role may appeal to a diploma-qualified adviser who enjoys maintaining and building client relationships, identifying shortfalls and new need areas, without the responsibility for writing new business themselves. It may also appeal to a recently qualified or Trainee Adviser seeking to develop their customer contact skills.
As Our Desk based IFA, you will:
* Conduct in-depth annual reviews of clients' financial circumstances, reviewing current arrangements and identifying future aims, objectives, and new business opportunities.
* Ensure that all client files and ongoing service opportunities are up to date and compliant with regulatory and organisational standards.
* Analyze existing client information, conduct necessary research, and complete relevant paperwork to evidence reviews.
* Meet regulatory requirements, including disclosure, costs, and advised products.
* Develop and maintain an understanding of AFH Financial Group’s strategy and core values.
* Represent the AFH brand professionally and courteously at all times.
* Maintain good client relationships and support the team approach.
* Identify new business opportunities and refer them to relevant advisers.
* Operate effectively as an integral team member.
What we are looking for in our ideal Desk based Adviser
* Diploma in Regulated Financial Planning, QCA Level 4 (or FCA approved equivalent), with maintained certified status in accordance with FCA regulations.
* Experience conducting ongoing reviews, identifying opportunities to enhance clients’ situations, and gaining client buy-in.
* Client-centric approach with excellent interpersonal skills, approachability, and professionalism.
* Well-presented, articulate, dedicated to doing right by clients, with excellent IT skills and adaptability to virtual/digital communication methods.
Benefits and Perks at AFH
* Flexible working & holidays: Enjoy flexible working arrangements, holiday allowance, buy & sell scheme, birthday off, and long service holiday increases.
* Social perks: Invitations to annual Christmas and Summer parties to celebrate employee achievements.
* Pension: Contributory scheme with Royal London and death-in-service benefits.
* Bonus scheme: Competitive salary with discretionary annual bonuses after one year of service.
* Health and wellbeing: Access MediCash cashback app for health initiatives, discounts, and free healthcare benefits.
* Professional development: Tailored learning and development programmes to support your career growth.
* Shopping discounts: Discounts and cashback offers from retailers, supermarkets, and access to free online training courses.
#J-18808-Ljbffr