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Financial Planning Specialist

2 months ago

Swindon, Swindon, United Kingdom AFH Wealth Management Full time

Unlock Your Potential as a Financial Planning Specialist

At AFH Wealth Management, we're on a mission to revolutionize the financial services industry. As a Financial Planning Specialist, you'll play a pivotal role in helping our clients achieve their financial goals and secure their financial futures.

As a self-employed or employed Financial Planning Specialist, you'll have the autonomy to work from home or our office locations, with access to the latest technology and resources. You'll be expected to attend face-to-face client meetings, building strong relationships and delivering exceptional client outcomes.

Key Responsibilities:

  • Develop and implement personalized financial plans that cater to each client's unique needs and goals.
  • Stay up-to-date with the latest financial products, legislation, and market trends, ensuring our clients receive expert advice and guidance.
  • Identify and pursue new business opportunities through personal business planning, referrals, and our company's lead generation program.
  • Optimize our marketing efforts, leveraging social media and networking to develop new business and expand our client base.
  • Collaborate with our team to develop and implement strategies that drive business growth and client satisfaction.

What We Offer:

  • A dynamic and supportive work environment that fosters growth and development.
  • A competitive compensation package and benefits program.
  • The opportunity to work with a progressive and client-focused financial services firm.
  • Access to ongoing training and professional development opportunities.