Experienced Wealth Management Professional

3 weeks ago


Sheffield, Sheffield, United Kingdom AFH Wealth Management Full time
Job Summary

We are seeking an experienced Independent Financial Adviser to join our team at AFH Wealth Management, serving the Sheffield and surrounding areas. This role offers flexible working arrangements, allowing you to strike a perfect balance between work and personal life.

The successful candidate will possess a strong background in financial planning, exceptional communication skills, and a passion for delivering exceptional client experiences.

The estimated annual salary for this position is £65,000 - £85,000, depending on experience. We also offer a range of benefits and opportunities for career growth and development.

Responsibilities:

  1. Develop and maintain comprehensive financial plans for clients, addressing their current and future needs.
  2. Collaborate with internal teams to deliver end-to-end client journeys, ensuring seamless support and administration.
  3. Build and nurture relationships with clients and introducers through regular meetings, seminars, and continuous feedback.
  4. Pursue business development opportunities, expanding the client base through effective marketing and networking.

Your Qualifications:

  • Degree in Finance, Accounting, or related field (desirable).
  • Regulated Financial Planning qualification (e.g., Diploma in Regulated Financial Planning).
  • Strong IT skills, including proficiency in Microsoft Office and XPlan.


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