AFH Wealth Management is seeking an Adviser Onboarding and Transition Manager to join the Operations Team. You will oversee onboarding and transition of new Financial Advisers, ensuring a structured and timely integration into the business.
You will lead the Client Services Transition Teams, manage KPIs, coordinate sign-off with Commercial Development, and support advisers through onboarding with senior stakeholders.
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Hybrid Adviser Onboarding and Transition Leader 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.
