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:
1. Conduct in-depth annual reviews of clients' financial circumstances reviewing the clients’ current arrangements and identifying future aims, objectives and new business opportunities
2. Ensure that the quality of all client files and ongoing service opportunities are up to date and adhere to regulatory and orga...