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Senior Financial Services Advisor
2 months ago
About AFH Financial Group
AFH Financial Group is a leading independent financial advisory and wealth management firm. We pride ourselves on our commitment to excellence and our people-centric approach.
Job Summary
We are seeking a highly skilled Mortgage and Protection Adviser to join our team. As a key member of our team, you will be responsible for providing expert advice to clients on their mortgage and protection needs.
Key Responsibilities
- Develop a deep understanding of our company's strategy and core values.
- Represent the AFH brand in a professional and courteous manner at all times.
- Comply with our advice process and maintain regulatory competence and KPI standards.
- Guide clients through the buying process, liaising with solicitors and estate agents as needed.
Requirements
- Capable IT skills and a willingness to adapt to new virtual communication methods.
- Ability to network and attract new clients through business development and effective business planning.
Benefits
- Flexible working arrangements and a competitive holiday allowance.
- Annual buy and sell scheme options and a birthday off.
- Additional holiday days for long service.
- A contributory pension scheme with Royal London and death-in-service benefit.
- A discretionary annual bonus scheme.
- Tailored learning and development programs to support career growth.
- Shopping discounts and access to free online training courses.
