Current jobs related to Financial Adviser - Bromsgrove, Worcestershire - AFH Wealth Management

  • Financial Services Professional

    4 weeks ago

    Bromsgrove, Worcestershire, United Kingdom CleverHR Full time

    We are seeking a skilled Financial Adviser to join our team at CleverHR. As a Financial Adviser, you will help your customers reach their financial goals and savings aspirations, protect their families through a range of insurances, and support local communities.Key ResponsibilitiesYou will be provided with an established customer database to service and...

  • Financial Services Professional

    2 weeks ago

    Bromsgrove, Worcestershire, United Kingdom CleverHR Full time

    £24,000 - £45,000 OTE, uncapped earnings potential plus benefits and carAbout Our Financial Services FirmWe are a well-established and respected Financial Services firm that offers savings, investment, and protection products to families and individuals across the UK. As a Financial Adviser, you will help your customers reach their financial goals and...

  • Financial Planning Professional

    4 weeks ago

    Bromsgrove, Worcestershire, United Kingdom Premier Jobs UK Full time

    Job Title: Financial Planning ProfessionalThis employed Financial Adviser role in Premier Jobs UK is ideal for a Diploma qualified individual keen to develop as a Financial Adviser.You will be providing ongoing annual servicing to their existing clients for their financial planning needs. This enables you to maintain and build client relationships, whilst...

  • Financial Planning Specialist

    4 weeks ago

    Bromsgrove, Worcestershire, United Kingdom NFP, an Aon company (Europe) Full time

    We are seeking a highly skilled Financial Planning Specialist to help our clients navigate complex pension options and create tailored financial strategies for a secure and comfortable retirement.Key Responsibilities:Client Consultation: Meet with clients to understand their retirement goals and current financial status, including existing pension...

  • Financial Planning Specialist

    4 weeks ago

    Bromsgrove, Worcestershire, United Kingdom NFP, an Aon company (Europe) Full time

    Job DescriptionWe are seeking a highly skilled Financial Planning Specialist to help clients navigate complex pension options and create tailored financial strategies for a secure and comfortable retirement.Key Responsibilities:Client Consultation: Meet with clients to understand their retirement goals and current financial status, including existing pension...

  • Financial Planning Expert

    4 weeks ago

    Bromsgrove, Worcestershire, United Kingdom NFP, an Aon company (Europe) Full time

    Financial Planning ExpertWe are seeking an experienced and driven Financial Advisor with a strong focus on retirement planning and pensions to join our team. The ideal candidate will help clients navigate complex pension options, assess their retirement needs, and create tailored financial strategies to ensure a secure and comfortable retirement.Key...

  • Financial Services Partner

    4 weeks ago

    Bromsgrove, Worcestershire, United Kingdom Opus People Solutions Full time

    Financial Services PartnerOpus People Solutions is seeking a Financial Services Partner to assist the Senior Finance Business Partner with financial planning and analysis for Redditch Borough Council and Bromsgrove District Council.The ideal candidate will provide support with cashflow management, banking, and money market transactions, as well as assist...

  • Financial Planning and Client Relationships Specialist

    3 days ago

    Bromsgrove, Worcestershire, United Kingdom AFH Wealth Management Full time

    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...

  • Financial Services Professional

    3 weeks ago

    Bromsgrove, Worcestershire, United Kingdom AFH Wealth Management Full time

    As a key member of the AFH Wealth Management team, you will play a vital role in driving the company's success through exceptional client service and strategic financial planning. This is a full-time, permanent opportunity with a competitive salary and range of benefits.Your primary focus will be on providing ongoing service reviews to existing AFH clients,...

  • Financial Services Professional

    4 weeks ago

    Bromsgrove, Worcestershire, United Kingdom AFH Wealth Management Full time

    Role OverviewAFH Wealth Management is seeking a skilled Financial Services Professional to join our team. As a key member of our team, you will be responsible for providing ongoing service reviews to existing clients, ensuring that we deliver positive outcomes and fair value for our ongoing service clients.Key ResponsibilitiesConduct in-depth annual reviews...

  • Financial Planning Researcher

    4 weeks ago

    Bromsgrove, Worcestershire, United Kingdom AFH Wealth Management Full time

    Job Title: Paraplanning SpecialistAbout the Role:We are seeking a highly skilled Paraplanning Specialist to join our team at AFH Wealth Management. As a Paraplanning Specialist, you will be responsible for delivering comprehensive financial research, preparing and delivering bespoke investment reports, and participating in firm research projects.Key...

  • Financial Services Specialist

    4 weeks ago

    Bromsgrove, Worcestershire, United Kingdom AFH Wealth Management Full time

    Role OverviewAFH Wealth Management is seeking a skilled Financial Services Specialist to join our team. As a key member of our advisory team, you will be responsible for providing ongoing service reviews to our existing clients, ensuring that we deliver positive outcomes and fair value for our ongoing service clients.Key ResponsibilitiesConduct in-depth...

  • Financial Planning Researcher

    4 weeks ago

    Bromsgrove, Worcestershire, United Kingdom AFH Wealth Management Full time

    About the Role:We are seeking a highly skilled and motivated Financial Planning Researcher to join our team at AFH Wealth Management.As a key member of our team, you will be responsible for delivering comprehensive financial research, preparing and delivering bespoke investment reports, and participating in firm research projects.Key Responsibilities:Conduct...

  • Financial Advisor

    3 weeks ago

    Bromsgrove, UK, Worcestershire, United Kingdom NFP, an Aon company Full time

    We are seeking an experienced and driven Financial Advisor with a strong focus on retirement planning and pensions to join our team. The ideal candidate will help clients navigate complex pension options, assess their retirement needs, and create tailored financial strategies to ensure a secure and comfortable retirement. Essential Duties and...

  • Financial Services Specialist

    3 weeks ago

    Bromsgrove, Worcestershire, United Kingdom Premier Jobs UK Limited Full time

    Mortgage & Protection Adviser Job OpportunityWe are seeking a highly experienced Mortgage & Protection Adviser to join our widely respected IFA firm in Bromsgrove. As a key member of our team, you will be responsible for assisting our new and existing clients with their mortgage and protection needs, providing expert guidance and support throughout the...

  • Mortgage and Protection Specialist

    4 weeks ago

    Bromsgrove, Worcestershire, United Kingdom Premier Jobs UK Full time

    Mortgage & Protection Adviser RoleThis employed Mortgage & Protection Adviser position in Bromsgrove is ideal for an experienced Adviser keen to join a widely respected IFA firm.As a Mortgage & Protection Adviser, you will be assisting new and existing clients by providing advice on their mortgage and protection needs. You will guide clients through the...

  • Mortgage and Protection Specialist

    2 weeks ago

    Bromsgrove, Worcestershire, United Kingdom Premier Jobs UK Limited Full time £30,000 - £35,000

    Mortgage and Protection Adviser JobThis employed Mortgage & Protection Adviser role in Bromsgrove is best suited for an experienced Adviser looking to join a respected IFA firm. As a Mortgage & Protection Adviser, you will assist new and existing clients with their mortgage and protection needs. The role requires liaison with solicitors and estate agents to...

  • Senior Pension Specialist

    4 weeks ago

    Bromsgrove, Worcestershire, United Kingdom NFP, an Aon company (Europe) Full time

    Senior Pension SpecialistWe are seeking a highly skilled Senior Pension Specialist to join our team at NFP, an Aon company (Europe). The ideal candidate will have a strong focus on retirement planning and pensions, with a proven track record of advising clients on pension products and achieving financial goals.Key Responsibilities:Client Consultation: Meet...

  • Quality Assurance Specialist

    1 month ago

    Bromsgrove, Worcestershire, United Kingdom AFH Wealth Management Full time

    About the RoleWe are seeking a highly organized and detail-oriented Quality Assurance Administrator to join our team at AFH Wealth Management. As a key member of our Quality Assurance team, you will play a vital role in ensuring the accuracy and integrity of our financial data.Key ResponsibilitiesConduct quality assurance checks on financial related...

  • Pension Planning Specialist

    4 weeks ago

    Bromsgrove, Worcestershire, United Kingdom NFP, an Aon company (Europe) Full time

    Pension Planning SpecialistWe are seeking an experienced and driven Pension Planning Specialist with a strong focus on retirement planning and pensions to support our clients in achieving their long-term financial goals. The ideal candidate will help clients navigate complex pension options, assess their retirement needs, and create tailored financial...

Financial Adviser

4 weeks ago

Bromsgrove, Worcestershire, United Kingdom AFH Wealth Management Full time
Job Title: Financial Adviser - Ongoing Service Specialist

AFH Wealth Management is a leading independent financial advisory and wealth management firm seeking a skilled Financial Adviser - Ongoing Service Specialist to join our team.

This is a full-time, permanent opportunity with a competitive salary and range of benefits. As a Financial Adviser - Ongoing Service Specialist, you will be responsible for providing ongoing service reviews to existing AFH clients, ensuring that we deliver positive outcomes and fair value for our ongoing service clients.

Key Responsibilities:

  • Conduct in-depth annual reviews of clients' financial circumstances, reviewing their current arrangements and identifying future aims, objectives, and new business opportunities.
  • Ensure that the quality of all client files and ongoing service opportunities are up to date and adhere to regulatory and organisational standards for compliance and T&C.
  • Analyse existing client information, conducting any research required, and completing any required or relevant paperwork to evidence that ongoing service reviews have taken place.
  • Meet the regulatory aspects of the role, e.g., requirements for disclosure, costs of the services provided, and advised products.
  • Develop and maintain an understanding of the AFH Financial Group's strategy and core values.
  • Represent the AFH brand in a professional and courteous manner at all times.
  • Develop and maintain good client relationships, supporting the overall team approach ethos.
  • Identify new business opportunities and seamlessly refer these to the relevant adviser within the team.

Requirements:

  • Diploma in Regulated Financial Planning, QCA Level 4 (or FCA approved equivalent) as a minimum qualification and to maintain certified status in accordance with the FCA regulations.
  • Ability and experience conducting ongoing reviews, spotting opportunities to positively enhance the client's situation, gaining buy-in from the client.
  • Demonstrate continuously a client-centric approach, displaying excellent interpersonal skills, approachability, and professionalism.
  • Well-presented, articulate, and dedicated to doing the right thing for our clients, with excellent IT skills and embracive of the new virtual/digital ways to communicate with Clients.

Benefits and Perks:

  • Flexible working and holidays - Enjoy flexible working and competitive holiday allowance, with annual buy & sell scheme options and your birthday off. Plus, additional holiday days for long service.
  • Social perks - To recognise and celebrate employees' great work, we are all invited to our annual Christmas and Summer parties.
  • Pension - We offer a contributory pension scheme with Royal London as well as death-in-service benefit.
  • Bonus scheme - All AFH employees are offered a competitive salary and a discretionary annual bonus, following completion of a year's service.
  • Health and wellbeing - The MediCash app puts your health in the palm of your hands. Claim cashback on a wide selection of health and wellbeing initiatives, including discounted health club memberships and free healthcare benefits.
  • Professional development - We are committed to helping you reach your potential by offering tailored learning and development programmes to pursue your career goals.
  • Shopping discounts - Our employees can choose from many retailers to get discounts or cashback on everyday purchases from our favourite high street clothing stores to our go-to supermarkets, as well as access to free online training courses.