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- Tasks: Support financial advisers with technical advice and enhance advisory outcomes.
- Company: Join AFH Wealth Management, a leading independent financial advisory firm.
- Benefits: Flexible working, competitive salary, bonus scheme, and health perks.
- Why this job: Make a real impact in financial planning while growing your career.
- Qualifications: Chartered Financial Planner status or nearing completion, with strong financial knowledge.
- Other info: Enjoy social events, tailored development programmes, and shopping discounts.
The predicted salary is between 28800 - 43200 £ per year.
An opportunity to join AFH Wealth Management, one of the UK’s leading independent financial advisory and wealth management firms. We are looking for those of you who wish to grow with us as a business and support our strong growth plans. This is a full‑time, permanent opportunity and in return, you will receive a competitive salary and range of benefits.
The purpose of this role is to offer constructive technical advice support to advisers and other stakeholders of the business at the initial and final stages of the advice process.
Responsibilities- Enhance advisory outcomes and solutions through direct discussion on complex financial planning cases with advisers.
- Provide clear and considered professional judgement and decision on cases which carry the potential for a higher risk impact to client, firm and advisers.
- Respond to routine and advanced advice queries from other teams, conducting detailed research as required to provide fully informed responses.
- Provide support in performing enhanced post audit review assessment of advice cases and evaluation of standards.
- Provide support to the Advice Assurance Manager in delivering induction and training for new recruits as needed.
- Maintain a high standard of technical and regulatory competence and comprehensive knowledge of financial planning through consistent annual CPD activities in line with the firm’s T&C Scheme.
- Actively contribute to the technical and regulatory advancement and development of Advice Technicians through knowledge sharing and guidance.
- Chartered Financial Planner status or actively working to final stages of becoming Chartered.
- Commitment and willingness to pursue further professional qualifications relevant to the role.
- Demonstrate excellent knowledge and strong interest in the personal and corporate financial planning principles and regulatory requirements.
- Experience in the supporting of financial advisers including providing constructive scrutiny and feedback of case files including KYC, research and Financial Planning Reports.
- Ability to prioritise and manage workflow in a fast‑paced environment.
- Aptitude in Microsoft Office, cashflow analysis and knowledge of research systems is preferable.
- 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 a 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.
To learn more about this opportunity and the culture of AFH Wealth Management, please visit our Careers website or email the People Resourcing team via recruitment@afhgroup.com. We look forward to hearing from you!
Advice Quality Assurance Technician in Bromsgrove employer: AFH Wealth Management
Contact Detail:
AFH Wealth Management Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Advice Quality Assurance Technician in Bromsgrove
✨Tip Number 1
Network like a pro! Reach out to current employees at AFH Wealth Management on LinkedIn. A friendly chat can give you insider info and might just get your foot in the door.
✨Tip Number 2
Prepare for the interview by brushing up on your financial planning knowledge. Be ready to discuss complex cases and show off your problem-solving skills. We want to see how you think!
✨Tip Number 3
Show your passion for continuous learning. Mention any recent courses or certifications you've pursued. It’ll demonstrate your commitment to professional development, which is key for this role.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re serious about joining our team at AFH Wealth Management.
We think you need these skills to ace Advice Quality Assurance Technician in Bromsgrove
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter to highlight your experience in financial planning and advisory roles. We want to see how your skills align with what we’re looking for, so don’t hold back!
Showcase Your Knowledge: Demonstrate your understanding of financial planning principles and regulatory requirements in your application. We love seeing candidates who are passionate about the industry and can articulate their knowledge clearly.
Be Clear and Concise: When writing your application, keep it straightforward and to the point. We appreciate clarity, so avoid jargon and make sure your key points stand out. This will help us see your potential right away!
Apply Through Our Website: We encourage you to apply directly through our careers page. It’s the best way to ensure your application gets to us quickly and efficiently. Plus, you’ll find all the info you need about the role there!
How to prepare for a job interview at AFH Wealth Management
✨Know Your Stuff
Make sure you brush up on your knowledge of financial planning principles and regulatory requirements. Familiarise yourself with the latest trends in the industry, as well as AFH Wealth Management's specific services and values. This will help you demonstrate your expertise and show that you're genuinely interested in the role.
✨Prepare for Technical Questions
Expect to be asked about complex financial planning cases and how you would approach them. Think through some scenarios beforehand and be ready to discuss your thought process. This will showcase your analytical skills and ability to provide constructive feedback, which is crucial for the Advice Quality Assurance Technician role.
✨Showcase Your Communication Skills
Since the role involves direct discussions with advisers and stakeholders, practice articulating your thoughts clearly and confidently. You might want to prepare a few examples of how you've effectively communicated complex information in the past. This will highlight your ability to enhance advisory outcomes.
✨Ask Insightful Questions
At the end of the interview, don’t shy away from asking questions. Inquire about the team dynamics, ongoing training opportunities, or how success is measured in the role. This not only shows your enthusiasm but also helps you gauge if the company culture aligns with your career goals.
