Trainee Financial Planning Consultant

3 weeks ago

Bromsgrove Worcestershire, United Kingdom AFH Wealth Management Full time

Independent Financial Adviser - Desk Based

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

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.

This role may appeal to a diploma qualified adviser that enjoys maintaining and building client relationships, identifying shortfalls and new need areas, without having the responsibility for writing new business themselves. It may equally appeal to a recently qualified/Trainee Adviser that is looking to develop their customer contact skills

Conduct in-depth annual reviews of clients' financial circumstances reviewing the clients’ current arrangements and identifying future aims, objectives and new business opportunities

Ensure that the quality of all client files and ongoing service opportunities are up to date and adhere to regulatory and organisational standards for compliance and T&C.

Meet the regulatory aspects of the role, e.g., Develop and maintain an understanding of the AFH Financial Group’s strategy and core values.

At all times to represent the AFH brand in a professional and courteous manner.

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.

Well presented, articulate, and dedicated to doing the right thing for our clients, with excellent IT skills and embracive 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 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.

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.

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