Park Holidays UKEngland
Maintenance OperativePark Holidays UK is looking for talented, enthusiastic and passionate people to join our team.Responsibilities: * Carry out general maintenance and repairs across the holiday park, including plumbing, carpentry, and electrical work.Conduct regular checks and inspections of equi...
Cheltenham, 14 mi from Evesham
Financial Advisor - Trainee
Due to continuing growth, my client is looking for Trainee Financial Advisor's in several of their locations including Cheltenham, Cleckheaton, Chester/North Wales and Durham.
They are looking for professional...
Premier Jobs UK LimitedWarwick, 21 mi from Evesham
Are you a highly experienced Financial Advisor in Warwickshire, seeking an employed job, working from home with quality leads provided?This is a unique opportunity to join a highly respected IFA firm who are continually improving their client...
DPDGloucester
Starting your own business as an Owner Driver with DPD has never been easier.With our Owner Driver Franchise scheme, you can run your own business and share in the growing success of DPD.We give you all you need to get started.From your own van, the best tech in the business and all the training to ...
DPDGloucester
Starting your own business as an Owner Driver with DPD has never been easier.With our Owner Driver Franchise scheme, you can run your own business and share in the growing success of DPD.We give you all you need to get started.From your own van, the best tech in the business and all the training to ...
Premier Jobs UK LimitedBromsgrove, 18 mi from Evesham
This employed, Desk Based Financial Adviser job in Bromsgrove is ideal for a Diploma qualified individual keen to develop as a Financial Adviser
You will be providing ongoing annual servicing to their existing clients for their financial planning...
Premier Jobs UK LimitedWarwick, 21 mi from Evesham
Are you a highly experienced Financial Advisor in Warwickshire, seeking an employed job, working from home with quality leads provided?
This is a unique opportunity to join a highly respected IFA firm who are continually improving their client...
Integrity Talent SolutionsBromsgrove, 18 mi from Evesham
Job Description
Are you looking an exciting and rewarding role?
My client; one of the UK’s leading independent financial advisory firms who has developed a highly successful business model and are going through a further stage of growth...
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Financial Adviser - Desk Based
Bromsgrove | Permanent | www.cv-library.co.uk |
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 and what it is like to work here via our
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 and what it is like to work here via our
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