At a Glance
- Tasks: Service existing clients and identify new opportunities in a dynamic team.
- Company: AFH Wealth Management, a leading firm with a focus on client success.
- Benefits: Hybrid working, competitive salary, and opportunities for professional growth.
- Other info: Embrace a flexible work environment while maintaining high professional standards.
- Why this job: Join a supportive team and make a real difference in clients' financial journeys.
- Qualifications: Experience in financial advising and strong communication skills.
AFH Wealth Management in Bromsgrove is seeking a Desk Based Financial Adviser to service existing clients and identify new opportunities. You will work within a small team, conducting annual reviews, onboarding new clients, and collaborating with AFH Independent Financial Advisers to grow the business.
The role emphasizes maintaining high professional standards, regulatory competence, and using digital tools to service clients, with hybrid working from the Bromsgrove Head Office.
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Hybrid & Flexible Desk-Based Financial Adviser 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.
