AFH Wealth Management, based in Bromsgrove, is seeking an Adviser Onboarding and Transition Manager to oversee the onboarding and transition of new financial advisers. This full-time, permanent role sits in the Operations Team and focuses on delivering a consistent, risk-aware transition process across acquisitions and growth projects.
The successful candidate will manage the Transition Teams, align resources to priorities, monitor KPIs, and report to senior management while maintaining strong
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Adviser Onboarding & Transition Lead in Bromsgrove 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.
