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Exchange Street Claims & Financial Services
Birmingham
This advert isn't to convince you to go self-employed.You've taken that decision. It's either in you or it isn't. And right now, it's all you can focus on.But if you thought finding an employed job was tough, navigating the self-employed world can be a nightmare. Who do you trust? Are their hidden costs? Are you missing something? It's a world litt
Job Source: Exchange Street Claims & Financial ServicesHeat Recruitment Ltd
Little Packington
Job Title - Independent Financial Adviser Location - Meriden, UK (flexi/remote for advisers within the West Midlands) Salary - dependent on experience / qualifications + bonus We are working with a well-established and reputable financial advisory firm in the West Midlands with a strong presence throughout the wider region. Their commitment to del
Job Source: Heat Recruitment LtdPremier Jobs UK Limited
Birmingham
This remote Financial Adviser job provides opportunity to join one of the fastest growing IFAs aimed at offering holistic wealth management to all. They provide all the services of a traditional IFA firm, plus as a fintech firm they offer an online digital platform to help individuals at the start of their financial planning journey alongside estab
Job Source: Premier Jobs UK LimitedRecruit UK
Birmingham
Job Title: Financial Adviser Location: Birmingham Salary: up to £55,000 REF: 8923 Are you a talented Financial Adviser seeking a rewarding opportunity in Birmingham? Look no further! Recruit UK are working with a continuously growing and expanding Wealth Management firm. With offices located around the Midlands and further South, they’re fast b
Job Source: Recruit UKEverpool
United Kingdom
Job Title: Financial Planner Location: West Midlands Join a dynamic financial services firm at an exciting time of growth and expansion. With a commitment to delivering excellent service to clients, we prioritize a client-centric culture and professional development. We are seeking an additional Financial Planner to join our team, based in the W
Job Source: EverpoolPremier Jobs UK Limited
Bromsgrove
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 needs. This enables you to maintain and build client relationships, whilst also giving opportunity to s
Job Source: Premier Jobs UK LimitedIDEX Consulting Ltd
Solihull
Are you a qualified or trainee Financial Adviser / Planner and still in the early stages of your career?Or maybe, you are a Parpalanner, have completed your exams and wish to become a Financial Planner? Would you be open to discussing an opportunity where you will be part of professional advice and wealth planning practice with strong links to a pr
Job Source: IDEX Consulting LtdPremier Jobs UK Limited
Bromsgrove
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 needs. This enables you to maintain and build client relationships, whilst also giving opportunity to s
Job Source: Premier Jobs UK LimitedBromsgrove
Independent Financial Adviser - Desk Based
AFH Wealth Management is proud to be oneof 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 afull-time, permanent opportunity with a competitive salary andrange 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 injoiningourteamm, or visit our careers website
Independent Financial Adviser jobs in Bromsgrove
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