Wealth Management Specialist

At AFH Wealth Management, we're dedicated to fostering a culture of success and growth. As our next Wealth Management Specialist, you'll play a pivotal role in shaping the future of our organization.We believe that our people are the backbone of our success. That's why we're looking for someone who is driven, determined, and eager to take on new challenges....

ParaplannerWe are seeking a highly motivated and detail-oriented Paraplanner to join our team at AFH Wealth Management, one of the UK's leading independent financial advisory and wealth management firms.This is a full-time, permanent opportunity with hybrid working and a competitive salary of £40,000 - £60,000 per annum, depending on experience.The ideal...

We are seeking an experienced Compliance Administrator to join our team at AFH Wealth Management.About the RoleThis is a full-time permanent position with hybrid working options. As our Compliance Administrator, you will be responsible for assisting with regulated recruitment processes, supporting Training and Competence delivery, and coordinating training...

Welcome to AFH Wealth Management, where we're dedicated to delivering exceptional financial advisory and wealth management services to our clients. We're seeking a talented and ambitious individual to join our team as a Financial Planning Advisor.As a key member of our team, you'll have the opportunity to contribute to our mission while developing your...

AFH Wealth Management is a leading independent financial advisory firm in the UK.About UsWe pride ourselves on our people-centric approach to business, and we're committed to providing excellent career opportunities for ambitious individuals like you.This role may appeal to a diploma-qualified adviser seeking to develop their client relationships skills...

About UsWe are AFH Wealth Management, a leading independent financial advisory and wealth management firm in the UK. We believe that our success starts with our people, which is why we offer exciting career opportunities for those who are determined to succeed and eager to take on new challenges.About the JobThe successful candidate will work as a Mortgage &...

About the Career PathAre you looking for a rewarding career in financial services? Do you have a passion for helping others achieve their financial goals? As a Mortgage & Protection Adviser at AFH Wealth Management, you will have the opportunity to develop your skills and expertise in a dynamic and supportive environment.Responsibilities:Research and present...

A career opportunity awaits you at AFH Wealth Management, one of the UK's leading independent financial advisory and wealth management firms.Job OverviewThis is a full-time permanent role with hybrid working options. As our Compliance Administrator, you will be responsible for assisting with regulated recruitment processes, supporting Training and Competence...

Job Overview:Bell Cornwall Recruitment is seeking a highly experienced and proactive Personal Assistant to support a member of their board in a wealth management business.Key Responsibilities:Diary management, including booking appointments and arranging travel and accommodation.Preparation for meetings and engagements by collating necessary paperwork.Acting...

Salary: £75,000 per annum DOE">Cathedral Appointments Ltd is seeking an experienced Independent Financial Advisor to lead and grow their wealth management firm. As an IFA, you will work with clients to understand and manage their financial goals by providing personalized advice and creating strategic financial plans.">The role offers a hybrid working...

About the RoleThis is a full-time, permanent opportunity with a competitive salary and range of benefits. The estimated annual salary for this role is £30,000 - £50,000 based on industry standards and location.Key Responsibilities:Understand clients' mortgage and protection needs through in-depth consultations and research.Present suitable options and...

Job Title: Accounts Senior SpecialistAre you a detail-oriented and organized accounting professional looking for a challenging role in financial operations?We are seeking an experienced Accounts Senior Specialist to join our team at AFH Wealth Management, a leading independent financial advisory and wealth management firm.As a key member of our Finance team,...

Job DescriptionCleverHR is looking for a highly skilled Financial Adviser to join our team. As a Financial Adviser, you will be responsible for working with clients to understand their financial needs and goals, providing expert advice on savings, investments, and protection products.The ideal candidate will have a strong track record in sales and...

At Stride Resource Management Ltd, we are seeking an Insurance Account Manager to join our team. As a Commercial Insurance Specialist, you will be responsible for supporting a designated client portfolio and acting as the first point of contact for queries.Key responsibilities include:Handling SME Commercial clients with up to £5,000 premiumsSupporting...

About AFH Wealth ManagementAFH Wealth Management is a leading independent financial advisory and wealth management firm in the UK. We pride ourselves on our commitment to excellence, integrity, and customer satisfaction.Job SummaryWe are seeking an experienced Senior Financial Analyst to join our Finance team as a Management Accountant. This role will be...

Job DescriptionAt IDEX Consulting Ltd, we are seeking a highly skilled Complaints Specialist to join our team in the Customer Care Team.This is an exciting opportunity for a motivated and experienced individual to work with a leading Financial Advisory and Wealth Management business.The successful applicant will be responsible for carrying out investigations...

Financial Management Specialist Job DescriptionWe are seeking an experienced Financial Management Specialist to join our team at a forward-thinking accountancy practice in the Bromsgrove area. This is an excellent opportunity for a qualified accounting professional to take on a challenging role and utilize their skills to manage client finances.Salary:The...

Senior Ledger Accountant Job DescriptionWe are seeking a highly skilled and experienced Senior Ledger Accountant to join our team at AFH Wealth Management.In this key role, you will be responsible for managing and reviewing the company's financial ledgers, ensuring accurate and timely processing of financial transactions, and maintaining compliance with...

Senior Financial Operations Manager RoleWe are a dynamic and growing company seeking a highly skilled Senior Financial Operations Manager to join our team at AFH Wealth Management.In this key role, you will be responsible for overseeing the day-to-day financial operations of the company, ensuring accurate and timely processing of financial transactions, and...

About the RoleWe are seeking a skilled Financial Management Specialist to join our team at Sandvik. As a key member of our Sales organization, you will play a critical role in driving financial performance and strategic decision-making.Key responsibilities include producing period-end reports and analysis, providing long-term planning, budgeting, and...