Responsibilities
as our Adviser Relations Manager will include:
1. Managing and motivating a team of Independent Financial Advisers, based across the UK, in line with the AFH behaviours, values and vision
2. Ensuring the team deliver high quality, holistic advice to clients and achieve good oues in line with FCA guidelines, including Consumer Duty
3. Ensuring team KPIs are met, with a focus on organic growth, client and adviser retention and delivery of good customer oues
4. Ensuring advisers are trained and fullypetent to deliver holistic advice in line with the AFH T&C Scheme and supporting them to achieve and maintainpetent Adviser Status
5. Ensuring teampliance with AFH and regulatory standards
6. Supporting pre-approvals checking, file checking pre and post-sale as required by the business. Ensure yourself and Advisers maintain adequate CPD records
7. Maintaining your own personalpetence to deliver the training andpetency scheme.
8. Regularly reviewing business development plans, Adviser performance (includingpletion of annual client reviews) to deliver the Training &petence requirements of the business
9. Being responsible for advice delivered by Inexperienced New Entrants
10. Recruiting high quality, culturally aligned, motivated Advisers and support with Associate Adviser recruitment
11. Driving a culture of innovation and continuous improvement within your team and the wider Adviser Relations team, to develop growth strategy and process
12. Keeping abreast of developments within the financial planning market. Share knowledge and experience with peer group and your team to develop innovative sales strategy and process.Maximising collaboration with other business areas to build understanding and harmonise and streamline ways of working to improve client experiene
What we are looking for in our ideal Adviser Relations Manager:
13. Demonstrable experience of building and managing successful teams
14. Strong understanding of FCA regulatory requirements, such as consumer duty and treating customers fairly
15. Skilled at understanding and manipulating data
16. Qualified to minimum OCA Level 4 Diploma standard
17. Previous Sales Management and Training &petence Management experience
18. Experience of working in the Financial Planning sector
19. Relevant industry supervision qualification would be desirable - H15, J07 or AF6
20. Aplishedmunicator with experience of interacting effectively with both individuals and groups
21. Ability to attain SPS
Benefits and Perks at AFH
22. Flexible working & holidays - Enjoy flexible working andpetitive holiday allowance, with annual buy & sell scheme options and your birthday off. Plus, additional holiday days for long service.
23. Social perks - To recognise and celebrate employees' great work we are all invited to our annual Christmas and Summer parties.
24. Pension - We offer a contributory pension scheme with Royal London as well as death-in-service benefit.
25. Bonus scheme - All AFH employees are offered apetitive salary and a discretionary annual bonus, followingpletion of a year's service.
26. 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.
27. Professional development - We aremitted to helping you reach your potential by offering tailored learning and development programmes to pursue your career goals.
28. 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.
With over 30 years of experience and more than 500 employees nationwide, AFH is one of the UK's leading independent financial advisory firms.