Financial Planning Specialist

4 days ago

Newbury, West Berkshire, United Kingdom AFH Wealth Management Full time
About the Role

We are seeking a highly skilled and experienced Financial Planning Specialist to join our team at AFH Wealth Management. As a key member of our advisory team, you will play a vital role in helping our clients achieve their financial goals and objectives.

Key Responsibilities
  • Client Relationship Management: Develop and maintain strong relationships with our clients, understanding their current and future financial needs and goals.
  • Financial Planning and Advice: Provide expert financial planning and advice to clients, helping them to make informed decisions about their financial futures.
  • Business Development: Identify and pursue new business opportunities, building relationships with existing and new clients, and developing a strong network of professional contacts.
  • Marketing and Promotion: Collaborate with our marketing team to promote our services and build our brand reputation.
  • Client Communication: Communicate effectively with clients, providing regular updates on their financial progress and addressing any concerns or questions they may have.
Requirements
  • Qualifications: Hold a Diploma in Regulated Financial Planning or equivalent, and maintain CF30 status in accordance with FCA regulations.
  • Experience: Have a proven track record of success in a similar role, with a strong understanding of financial planning and wealth management principles.
  • Skills: Possess excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
About AFH Wealth Management

AFH Wealth Management is a leading independent financial advisory firm, with over 30 years of experience and a network of over 200 accredited advisers nationwide. We are committed to providing exceptional service and advice to our clients, and to building a strong and supportive team culture.

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