Client Focused Adviser

2 days ago


Sheffield, Sheffield, United Kingdom AFH Wealth Management Full time
Join Our Team

At AFH Wealth Management, we are committed to helping our clients achieve their financial goals. As a Wealth Management Specialist, you will play a vital role in delivering expert financial planning services and building lasting relationships with our clients.

Responsibilities
  • Develop and implement comprehensive financial plans for clients.
  • Provide ongoing support and guidance to clients throughout their financial journey.
  • Stay informed about market trends and legislative changes to ensure clients receive the best possible advice.
  • Work collaboratively with colleagues to drive business growth and expansion.
Qualifications and Experience

To succeed in this role, you will need:

  • A Diploma in Regulated Financial Planning or equivalent qualification.
  • Candidate Financial Planner (CF30) status.
  • Proven experience in providing exceptional client service and developing new business opportunities.
Our Benefits

We offer a competitive salary, estimated at £60,000 - £80,000 per annum, based on industry standards and location. You will also have access to:

  • Comprehensive training and development opportunities.
  • A flexible working environment that suits your needs.
  • A supportive team that is passionate about delivering exceptional client service.


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