At a Glance
- Tasks: Provide expert technical advice and support to financial advisers on complex cases.
- Company: Join AFH Wealth Management, a leading firm in the financial sector.
- Benefits: Competitive salary, professional development, and a supportive team environment.
- Other info: Dynamic team with opportunities for growth and learning in the finance industry.
- Why this job: Make a real difference in clients' financial journeys while advancing your career.
- Qualifications: Chartered Financial Planner or working towards it, with strong financial planning knowledge.
The predicted salary is between 37800 - 46200 £ per year.
AFH Wealth Management is seeking a Senior Advice Technician to join our growing team in the UK. You will provide constructive technical advice support to advisers during the advice process and help ensure high-quality outcomes across complex cases.
Ideal candidates will be Chartered Financial Planner or progressing toward that status, with strong knowledge of personal and corporate financial planning, regulatory requirements, and the ability to guide case files through KYC, research.
Senior Advice Technician | Chartered Planner Path employer: AFH Wealth Management
AFH Wealth Management is an exceptional employer that prioritises employee growth and well-being, offering a dynamic work culture where integration managers can thrive. With flexible working arrangements, competitive benefits, and a strong commitment to professional development, employees are empowered to reach their full potential while enjoying a supportive environment. Located in the UK, AFH fosters a collaborative atmosphere that celebrates achievements through social events and recognises hard work with a discretionary bonus scheme.
