Financial Services Consultant

3 weeks ago

London, Greater London, United Kingdom A F S FINANCIAL MANAGEMENT LIMITED Full time

Join AFS Financial Management, a well-established and experienced team of financial experts, as we look to enhance our workforce. We are in search of a skilled Paraplanner or Advisor to deliver both technical and administrative assistance while engaging in all facets of the financial planning journey.

Key Responsibilities:

  • Support in the preparation of suitability reports and annual review correspondence
  • Contribute to the smooth operation and administration of the office
  • Conduct preparation and analysis of valuations
  • Manage telephone communications and respond to client inquiries
  • Meet with clients to assist them in achieving their financial goals
  • Process applications efficiently

We welcome candidates with varying levels of experience and qualifications. Training and support for professional development will be provided. While qualifications are important, a solid understanding of financial principles and taxation, a collaborative spirit, and excellent communication skills are equally valued.

AFS Financial Management serves clients across the UK and beyond, offering opportunities for professional growth and development through engagement with the broader financial services landscape.

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