Financial Adviser

3 months ago

Stoke Pound, United Kingdom CV-Library Full time

Independent Financial Adviser - Desk Based 

AFH Wealth Management is proud to be one of the UK’s leading independent financial advisory and wealth management firms.

We believe that our success starts with our people. If you are determined to succeed and eager to take on new challenges, you’ll find a variety of exciting career opportunities at AFH. This is a full-time, permanent opportunity with a competitive salary and range of benefits.

As a Desk Based Adviser, your role is to provide ongoing service reviews to existing AFH clients. These reviews ensure that AFH deliver positive outcomes and fair value for our ongoing service clients, in line with our ongoing service propositions and Consumer Duty.

This role may appeal to a diploma qualified adviser that enjoys maintaining and building client relationships, identifying shortfalls and new need areas, without having the responsibility for writing new business themselves. It may equally appeal to a recently qualified/Trainee Adviser that is looking to develop their customer contact skills

As Our Desk based IFA, you will: 

Conduct in-depth annual reviews of clients' financial circumstances reviewing the clients’ 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.

At all times to 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 seamlessly refer these to the relevant adviser within the team.

Operate seamlessly of an integral member within the team

What we are looking for in our ideal Desk based Adviser 

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 at AFH

Flexible working & 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.

Apply today to register your interest in joining our team, or learn more about the

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