Financial Adviser

2 months 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. 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 deliver 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 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 As Our Desk based IFA, you will: 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. Analyse existing client information, conducting any research required and completing any required or relevant paperwork to evidence that ongoing service reviews have taken place Meet the regulatory aspects of the role, e.g., requirements for disclosure, costs of the services provided and advised products. 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. Develop and maintain good client relationships supporting the overall team approach ethos. Identify new business opportunities and seamlessly refer these to the relevant adviser within the team. Operate seamlessly of an integral member within the team What we are looking for in our ideal Desk based Adviser 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. Demonstrate continuously a 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 embracive of the new virtual/digital ways to communicate with Clients Benefits and Perks at AFH 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. Health and wellbeing - The MediCash app puts your health in the palm of your hands. 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. Apply today to register your interest in joining our team, or learn more about the

  • Financial Adviser

    5 months ago

    Bromsgrove, United Kingdom Jigsaw Recruitment Full time

    **Financial Adviser: Home based position covering Bromsgrove, West Midlands£45,000 to £85,000 with excellent benefits that include a company car** Jigsaw Recruitment is pleased to be working with this leading name within the Financial Services industry. Our client is looking to recruit additional Financial Advisers to their ever expanding sales team. This...

  • Trainee Financial Adviser

    4 months ago

    Bromsgrove, United Kingdom Premier Jobs UK Limited Full time

    This employed, Financial Adviser job in Bromsgrove is ideal for a Diploma qualified individual keen to develop as a Financial AdviserYou will be providing ongoing annual servicing to their existing clients for their financial planning needs. This enables you to maintain and build client relationships, whilst also giving opportunity to spot new business...

  • Trainee Financial Adviser

    4 months ago

    Bromsgrove, United Kingdom Premier Jobs UK Limited Full time

    This employed, Financial Adviser job in Bromsgrove is ideal for a Diploma qualified individual keen to develop as a Financial AdviserYou will be providing ongoing annual servicing to their existing clients for their financial planning needs. This enables you to maintain and build client relationships, whilst also giving opportunity to spot new business...

  • Mortgage Adviser

    2 weeks ago

    Bromsgrove, Worcestershire, United Kingdom Premier Jobs UK Full time €30,000 - €35,000

    This employed, Mortgage & Protection Adviser job in Bromsgrove is ideal for an experienced Adviser keen to join a widely respected IFA firm As a Mortgage & Protection Adviser, you will be assisting their new and existing clients by providing advice to them on their mortgage and protection needs. In addition, you should guide clients through the process and...

  • Independent Financial Adviser

    2 weeks ago

    Worcester, Worcestershire, United Kingdom AFH Wealth Management Full time

    Independent Financial Adviser - Worcestershire At AFH, as we grow, we’re looking for an experienced financial advisers to join us. Be part of a progressive and client-focused, financial planning-led wealth management firm as a self-employed or employed adviser. In this role, you will understand your clients current and future financial goals and...

  • Financial Adviser

    4 months ago

    Bromsgrove, 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. 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...

  • Independent Financial Adviser

    2 weeks ago

    Worcester, Worcestershire, United Kingdom AFH Wealth Management Full time

    Independent Financial Adviser - Worcestershire At AFH, as we grow, we’re looking for an experienced financial advisers to join us. Be part of a progressive and client-focused, financial planning-led wealth management firm as a self-employed or employed adviser. In this role, you will understand your clients current and future financial goals and...

  • Financial Adviser

    2 weeks ago

    Bromsgrove, Worcestershire, United Kingdom AFH Wealth Management Full time

    Job Title: Financial Adviser - Ongoing Service SpecialistAFH Wealth Management is a leading independent financial advisory and wealth management firm seeking a skilled Financial Adviser - Ongoing Service Specialist to join our team.This is a full-time, permanent opportunity with a competitive salary and range of benefits. As a Financial Adviser - Ongoing...

  • Mortgage & Protection Adviser (Permanent)

    2 weeks ago

    Bromsgrove, Worcestershire, United Kingdom AFH Wealth Management Full time

    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...

  • Financial Advisor

    1 day ago

    Bromsgrove, Worcestershire, United Kingdom NFP, an Aon company (Europe) Full time

    We are seeking an experienced and driven Financial Advisor with a strong focus on retirement planning and pensions to join our team. The ideal candidate will help clients navigate complex pension options, assess their retirement needs, and create tailored financial strategies to ensure a secure and comfortable retirement. Essential Duties and...

  • Trainee Financial Planning Assistant

    2 months 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. 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...

  • Mortgage and Protection Adviser

    4 weeks ago

    Bromsgrove, Worcestershire, United Kingdom Premier Jobs UK Limited Full time

    Mortgage & Protection Adviser Job DescriptionThis employed, Mortgage & Protection Adviser role in Bromsgrove is ideal for an experienced Adviser keen to join a widely respected IFA firm.As a Mortgage & Protection Adviser, you will be assisting new and existing clients by providing advice on their mortgage and protection needs. You will guide clients through...

  • Mortgage and Protection Adviser

    4 weeks ago

    Bromsgrove, Worcestershire, United Kingdom Premier Jobs UK Limited Full time

    Mortgage & Protection Adviser Job DescriptionThis employed, Mortgage & Protection Adviser role in Bromsgrove is ideal for an experienced Adviser keen to join a widely respected IFA firm.As a Mortgage & Protection Adviser, you will be assisting new and existing clients by providing advice on their mortgage and protection needs. You will guide clients through...

  • Financial Advisor

    1 day ago

    Bromsgrove, Worcestershire, United Kingdom NFP, an Aon company (Europe) Full time

    We are seeking an experienced and driven Financial Advisor with a strong focus on retirement planning and pensions to join our team. The ideal candidate will help clients navigate complex pension options, assess their retirement needs, and create tailored financial strategies to ensure a secure and comfortable retirement. Meet with clients to understand...

  • Junior Financial Advisor

    2 months ago

    Bromsgrove, United Kingdom Premier Jobs UK Full time

    This employed, Financial Adviser job in Bromsgrove is ideal for a Diploma qualified individual keen to develop as a Financial AdviserYou will be providing ongoing annual servicing to their existing clients for their financial planning needs. This enables you to maintain and build client relationships, whilst also giving opportunity to spot new business...

  • Financial Planning Trainee

    4 weeks ago

    Bromsgrove, Worcestershire, United Kingdom Premier Jobs UK Limited Full time

    Financial Adviser Job OpportunityThis employed Financial Adviser position in Bromsgrove is ideal for a Diploma qualified individual looking to develop their skills as a Financial Adviser.You will be providing ongoing annual servicing to existing clients for their financial planning needs, enabling you to maintain and build client relationships while spotting...

  • Financial Planning Trainee

    4 weeks ago

    Bromsgrove, Worcestershire, United Kingdom Premier Jobs UK Limited Full time

    Financial Adviser Job OpportunityThis employed Financial Adviser position in Bromsgrove is ideal for a Diploma qualified individual looking to develop their skills as a Financial Adviser.You will be providing ongoing annual servicing to existing clients for their financial planning needs, enabling you to maintain and build client relationships while spotting...

  • Junior Financial Advisor

    1 week ago

    Bromsgrove, United Kingdom Premier Jobs UK Limited Full time

    This employed, Financial Adviser job in Bromsgrove is ideal for a Diploma qualified individual keen to develop as a Financial Adviser You will be providing ongoing annual servicing to their existing clients for their financial planning needs. This enables you to maintain and build client relationships, whilst also giving opportunity to spot new business...

  • Junior Financial Advisor

    4 weeks ago

    Bromsgrove, United Kingdom Premier Jobs UK Limited Full time

    This employed, Financial Adviser job in Bromsgrove is ideal for a Diploma qualified individual keen to develop as a Financial AdviserYou will be providing ongoing annual servicing to their existing clients for their financial planning needs. This enables you to maintain and build client relationships, whilst also giving opportunity to spot new business...

  • Financial Planner

    2 months ago

    Bromsgrove, United Kingdom Heat Recruitment Full time

    Employed Financial Planner - Midlands/Hybrid working - Up to £60,000Looking for an opportunity to inherit a book of business?Wanting to be working remotely instead of weekly visits to the office?This could be the right role for you!One of our long-standing Wealth clients are looking for an experience Financial Adviser to join them and look after a client...