Financial Planning Specialist

6 days ago


Swindon, Swindon, United Kingdom AFH Wealth Management Full time
About the Role

As a Financial Planning Specialist at AFH Wealth Management, you will play a key role in helping our clients achieve their financial goals. We are seeking a highly motivated and experienced individual to join our team of financial services professionals.

Key Responsibilities
  • Develop and implement comprehensive financial plans for clients, taking into account their current and future financial needs and goals.
  • Provide expert advice on investment, retirement, and estate planning strategies, as well as other financial services.
  • Build and maintain strong relationships with clients, understanding their financial situations and providing tailored solutions.
  • Stay up-to-date with industry developments and regulatory changes, ensuring that clients receive the best possible advice.
  • Collaborate with other financial services professionals to deliver a seamless client experience.
Requirements
  • Diploma in Regulated Financial Planning (or FCA approved equivalent) and CF30 status.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
  • Strong analytical and problem-solving skills, with the ability to provide expert advice on complex financial matters.
  • Ability to work independently and as part of a team, with a strong focus on delivering exceptional client service.
  • Proficiency in IT systems and technology, including XPlan.
What We Offer
  • Support to build your client base and future value.
  • End-to-end client journey and back-office support with full DIS, Admin, and Paraplanning support.
  • Client-centric proposition and trusted brand reputation with compelling values and ongoing learning and development culture.
  • AFH Platform to deliver efficient and cost-effective solutions.
  • Established Practice Buy Out option on exit.
  • Consultative marketing support.
  • IT technology through XPlan.
  • Administration Support.


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