AFH Wealth Management is seeking a Desk Based Financial Adviser at our Bromsgrove head office. The role focuses on ongoing service reviews, onboarding new clients, and writing new business within a small team, supported by hybrid working.
You will conduct annual reviews, maintain high quality client files, and identify opportunities for additional needs while complying with regulatory standards and AFH processes (XPlan).
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Hybrid Desk-Based Financial Adviser - Client Reviews & Growth in Bromsgrove employer: AFH Wealth Management
AFH Wealth Management is an exceptional employer that fosters a dynamic work culture where strategic thinking meets hands-on execution. With a focus on employee growth and a competitive benefits package, team members enjoy the flexibility of hybrid working while contributing to impactful post-acquisition integration activities in a fast-paced environment. Join us to be part of a collaborative team that values innovation and professional development.
