Financial Services Professional
2 days ago
At AFH Wealth Management, we're committed to delivering exceptional service to our clients. As a Desk Based Adviser, you'll play a vital role in ensuring our ongoing service clients receive the best possible outcomes.
Your Key Responsibilities:
- Conduct in-depth annual reviews of clients' financial circumstances, identifying future aims, objectives, and new business opportunities.
- Ensure client files and ongoing service opportunities are up-to-date and compliant with regulatory requirements.
- Develop and maintain strong relationships with clients, providing tailored advice and guidance to meet their needs.
About You:
We're looking for a diploma-qualified adviser or a recently qualified/trainee adviser who is eager to develop their customer contact skills. If you're passionate about delivering exceptional client service and have a keen eye for detail, we'd love to hear from you.
What We Offer:
A competitive salary and range of benefits, plus the opportunity to work with a leading independent financial advisory and wealth management firm.
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Bromsgrove, Worcestershire, United Kingdom AFH Wealth Management Full time{"title": "Financial Services Professional", "content": "Role OverviewAs a Financial Services Professional at AFH Wealth Management, you will play a vital role in delivering exceptional client service and ensuring the ongoing success of our clients.Key ResponsibilitiesConduct in-depth annual reviews of clients' financial circumstances, identifying future...
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Bromsgrove, Worcestershire, United Kingdom AFH Wealth Management Full time{"title": "Financial Services Professional", "content": "Role OverviewAs a Financial Services Professional at AFH Wealth Management, you will play a vital role in delivering exceptional client service and ensuring the ongoing success of our clients.Key ResponsibilitiesConduct in-depth annual reviews of clients' financial circumstances, identifying future...
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