Experienced Financial Services Specialist

2 days ago


Bromsgrove, Worcestershire, United Kingdom AFH Wealth Management Full time
About the Career Path

Are 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 suitable mortgage and protection options to clients
  • Build and maintain relationships with clients, solicitors, and estate agents
  • Develop and implement business plans to attract new clients and grow existing relationships

You will work closely with our team to ensure that our clients receive exceptional service and support. In return, we offer a competitive salary, range of benefits, and tailored learning and development programmes for career growth.

Benefits and Requirements:
  • Flexible working and holidays, including 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
  • Tailored learning and development programmes for career growth
  • Shopping discounts and free online training courses
  • Minimum CeMAP qualification (or equivalent)
  • R05 or equivalent Protection Qualification
  • Capable IT skills and embracement of virtual/digital communication methods
  • Ability to network and attract new clients through business development and effective business planning


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