Financial Planning Specialist

5 days ago


Swindon, Swindon, 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 motivated and experienced individual to join our team of financial planners.

Key Responsibilities
  • Conduct in-depth reviews of clients' financial circumstances, current provision, and future aims and objectives.
  • Analyze information, conduct research, and prepare financial planning reports tailored to individual clients' needs.
  • Develop and implement financial strategies to help clients achieve their goals.
  • Build and maintain strong relationships with clients, introducers, and other professionals.
  • Stay up-to-date with changes in legislation and financial products to provide expert advice to clients.
Requirements
  • Diploma in Regulated Financial Planning (or FCA-approved equivalent) and CF30 status.
  • Strong IT skills and ability to adapt to new digital communication tools.
  • Experience in networking and business development to attract new clients.
  • Ability to work independently and as part of a team.
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 more than 200 accredited advisers nationwide. We offer a client-centric proposition, trusted brand reputation, and a culture of ongoing learning and development.



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