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Financial Services Professional
2 months ago
We are seeking a highly skilled and experienced Financial Services Professional to join our team at AFH Wealth Management. As a Desk Based Adviser, you will play a crucial role in providing ongoing service reviews to our existing 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, identifying future aims, objectives, and new business opportunities.
- Ensure that 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 research and completing required paperwork to evidence ongoing service reviews.
- Meet regulatory aspects of the role, including disclosure, costs of services provided, and advised products.
- Develop and maintain an understanding of AFH Financial Group's strategy and core values.
- Represent the AFH brand in a professional and courteous manner.
- Develop and maintain good client relationships, supporting the overall team approach ethos.
- Identify new business opportunities and refer them to relevant advisers within the team.
- 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 clients' situations, and gaining buy-in from clients.
- Demonstrate a client-centric approach, displaying excellent interpersonal skills, approachability, and professionalism.
- Well-presented, articulate, and dedicated to doing the right thing for clients, with excellent IT skills and embracive of new virtual/digital ways to communicate with clients.
- Flexible working and holidays, with annual buy and sell scheme options and birthday off.
- Social perks, including annual Christmas and Summer parties.
- Pension scheme with Royal London and death-in-service benefit.
- Discretionary annual bonus following completion of a year's service.
- Health and wellbeing initiatives, including discounted health club memberships and free healthcare benefits.
- Professional development opportunities, including tailored learning and development programmes.
- Shopping discounts and access to free online training courses.
