Junior Independent Financial Adviser
Location: South West England
Contract type: Permanent
Hours: Full-time
This is an exciting opportunity to join our team at AFH Wealth Management.
AFH Wealth Management is oneof the UK’s leading independent financial advisory and wealth management firms - providing expert advice and long‑term financial solutions to individuals, families and businesses. With more than 200 Advisers and 750 staff, we are driven by our culture, values and client-centric approach.
We are looking for those of you who wish to be part of an established business and are keen to work in line with our strong growth plans. This is afull-time, permanent opportunityand in return, you will receive a competitive salary andrange of benefits.
The role:
The purpose of this role is to play a valuable role in our Commercial Team, as a Junior Independent Financial Adviser. You will work closely with experienced advisers to provide a consistent and outstanding client experience while helping clients progress towards their financial objectives.
As our Junior Independent Financial Adviser, you will typically:
- Develop an understanding of the AFH Group's core values and apply these in everyday activities
- Support experienced advisers in delivering high-quality financial planning services to clients
- Build relationships with clients regular communication and excellent service
- Assist with arranging client meetings and preparing for reviews
- Conduct research and gather information relating to client financial circumstances, objectives, and existing arrangements
- Assist in the preparation of financial planning reports and recommendations covering pensions, investments, protection, and estate planning
- Maintain accurate client records and ensure all documentation is completed in a timely manner
- Develop knowledge of financial products, legislation, and market developments relevant to clients' financial planning needs
- Ensure all activities are conducted in line with FCA regulations, company policies, and compliance requirements
- Maintain Treating Customers Fairly (TCF) principles in all client interactions
- Work towards achieving relevant professional qualifications and maintaining up-to-date CPD records
- Support the achievement of team and business objectives through proactive and professional working practices
- Drive your own development by taking ownership of progress, and seeking out learning opportunities.
What we are looking for in our ideal Junior Independent Financial Adviser:
- Level 4 Diploma in Financial Planning
- Excellent interpersonal skills, approachability and professionalism.
- Strong IT skills.
- Well presented, articulate, dedicated and highly professional, having experience of, and the gravitas to, build relationships.
- Comfortable working with Affinity groups, business owners, Entrepreneurs, professional and retail clients.
What AFH can offer – Perks & Benefits:
- Flexible working & holidays - Enjoy flexible working and competitive holiday allowance, with annual buy & sell scheme options as well as your birthday and Christmas Eve off. Plus, additional holiday days for long service.
- Professional development - We are committed to helping you reach your potential by offering tailored learning and development programmes to pursue your career goals.
- Pension - We offer a contributory pension scheme with Royal London, as well as death-in-service benefit.
- Loyalty Bonus Scheme – AFH employees are thanked for long service with a bonus and additional annual leave at 5, 10, 15 and 20 years’ service. Earning up to an additional 75% of 3 months’ salary with an additional 3-week holiday.
- Social perks - To recognise and celebrate employees' great work we are all invited to our annual Christmas and Summer parties.
- 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.
- 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.
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Junior Financial Adviser in Barnstaple employer: AFH Financial Group.
AFH Financial Group is an exceptional employer that prioritises a client-first service approach, fostering a supportive and collaborative work culture in the vibrant town of Bishop's Stortford. Employees benefit from comprehensive training and development opportunities, ensuring personal and professional growth while working in a dynamic environment that values teamwork and innovation.
