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Financial Planning Specialist

2 months ago

West Midlands Combined Authority, United Kingdom AFH Wealth Management Full time
{"title": "Desk Based Financial Adviser", "description": "

At AFH Wealth Management, we are committed to delivering exceptional financial services to our clients. We are seeking a skilled and dedicated Desk Based Financial Adviser to join our team.

This is a full-time, permanent opportunity with a competitive salary and range of benefits. As a Desk Based Financial Adviser, you will be responsible for conducting in-depth annual reviews of clients' financial circumstances, identifying future aims, objectives, and new business opportunities.

Key responsibilities include:

  • Conducting annual reviews of clients' financial circumstances and identifying future aims, objectives, and new business opportunities.
  • Ensuring 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.
  • Meeting the regulatory aspects of the role, including ensuring compliance with FCA regulations.
  • Developing and maintaining an understanding of the AFH Financial Group's strategy and core values.
  • Representing the AFH brand in a professional and courteous manner.

Requirements:

  • 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 embracing the new virtual/digital ways to communicate with clients.

Benefits and Perks:

  • Flexible working and 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.
  • 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.
  • 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 take the first step in your career with AFH Wealth Management.", "company": "AFH Wealth Management"}