Financial Services Professional

2 days ago


Bromsgrove, Worcestershire, United Kingdom AFH Wealth Management Full time
Join Our Team as a Desk Based Adviser

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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