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Join to apply for the Financial Adviser Manager role at AFH Wealth Management
Adviser Relations Manager
AFH Wealth Management is proud to be one of the UK’s leading independent financial advisory and wealth management firms.
Adviser Relations Manager
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 hybrid working, and a competitive salary and range of benefits.
In this role, you will be responsible for leading and motivating a team of Independent Financial Advisers, supporting them to deliver holisitic financial planning advice for our clients. You will be somebody who will inspire the team to deliver revenue growth and profitability whilst also ensuring compliance to AFH and regulatory standards.
Key Responsibilities as our Adviser Relations Manager will include:
* Managing and motivating a team of Independent Financial Advisers, based across the UK, in line with the AFH behaviours, values and vision
* Ensuring the team deliver high quality, holistic advice to clients and achieve good outcomes in line with FCA guidelines, including Consumer Duty
* Ensuring team KPIs are met, with a focus on organic growth, client and adviser retention and delivery of good customer outcomes
* Ensuring advisers are trained and fully competent to deliver holistic advice in line with the AFH T&C Scheme and supporting them to achieve and maintain Competent Adviser Status
* Ensuring team compliance with AFH and regulatory standards
* Supporting pre-approvals checking, file checking pre and post-sale as required by the business. Ensure yourself and Advisers maintain adequate CPD records
* Maintaining your own personal competence to deliver the training and competency scheme.
* Regularly reviewing business development plans, Adviser performance (including completion of annual client reviews) to deliver the Training & Competence requirements of the business
* Being responsible for advice delivered by Inexperienced New Entrants
* Recruiting high quality, culturally aligned, motivated Advisers and support with Associate Adviser recruitment
* Driving a culture of innovation and continuous improvement within your team and the wider Adviser Relations team, to develop growth strategy and process
* 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:
* Demonstrable experience of building and managing successful teams
* Strong understanding of FCA regulatory requirements, such as consumer duty and treating customers fairly
* Skilled at understanding and manipulating data
* Qualified to minimum OCA Level 4 Diploma standard
* Previous Sales Management and Training & Competence Management experience
* Experience of working in the Financial Planning sector
* Relevant industry supervision qualification would be desirable - H15, J07 or AF6
* Accomplished communicator with experience of interacting effectively with both individuals and groups
* Ability to attain SPS
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.
With over 30 years of experience and more than 500 employees nationwide, AFH is one of the UK’s leading independent financial advisory firms.
If you are interested in becoming a part of our growing community as our Adviser Relations Manager, get in touch and click ‘APPLY’ today or email us via recruitment@afhgroup.com. We look forward to hearing from you!
Seniority level
* Seniority level
Mid-Senior level
Employment type
* Employment type
Full-time
Job function
* Job function
Finance and Sales
* Industries
Human Resources
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