Wealth Management Advisor

6 days ago


Barnstaple, Devon, 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 skilled and experienced individual to join our team of financial advisors.

Key Responsibilities
  • Client Relationship Management: Build and maintain strong relationships with clients, understanding their financial needs and goals.
  • Financial Planning: Develop and implement comprehensive financial plans for clients, including investment and retirement planning.
  • Business Development: Identify new business opportunities and develop strategies to grow our client base.
  • Marketing and Promotion: Collaborate with our marketing team to promote our services and build our brand.
  • Team Collaboration: Work closely with our team of financial advisors and support staff to deliver exceptional client service.
Requirements
  • Qualifications: Diploma in Regulated Financial Planning or equivalent.
  • Experience: Proven experience in financial planning and wealth management.
  • Skills: Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
About AFH Wealth Management

AFH Wealth Management is one of the UK's leading independent financial advisory firms, with over 30 years of experience and a team of over 200 accredited advisers nationwide. We are committed to delivering exceptional client service and helping our clients achieve their financial goals.



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