Junior Financial Adviser

AFH Financial Group; Barnstaple; On-site; GBP 24,000 - 36,000; Full time

Benefits offered by this job

Flexible working

Professional development

Contributory pension

Loyalty bonus scheme

Annual leave bonus

Social events

Discretionary bonus

Health & wellbeing benefits

Shopping discounts

Job summary

AFH Wealth Management is seeking a Junior Independent Financial Adviser to join the Commercial Team in the South West England region. You will work alongside experienced advisers to deliver high-quality financial planning and help clients progress toward their objectives.

You'll support in preparing reports on pensions, investments, protection, and estate planning, while ensuring FCA compliance and maintaining strong client records.

Qualifications

• Level 4 Diploma in Financial Planning.
• Excellent interpersonal skills and professionalism.
• Strong IT skills and client relationship abilities.
• Comfortable engaging with Affinity groups, business owners, entrepreneurs.

Responsibilities

• Support experienced advisers in delivering high-quality financial planning services.
• Build relationships with clients through regular communication and service.
• Assist with arranging client meetings and reviews.
• Prepare financial planning reports and recommendations on pensions, investments, protection, and estate planning.
• Maintain accurate client records and ensure documentation is up to date.
• Ensure activities comply with FCA regulations and TCF principles.

Skills

Interpersonal skills

IT skills

Professional conduct

Relationship building

Education

Level 4 Diploma in Financial Planning

Job description

Junior Independent Financial Adviser

Location: South West England

Contract type: Permanent

Hours: Full-time

This is an exciting opportunity to join our team at AFH Wealth Management.

AFH Wealth Management is oneof the UK’s leading independent financial advisory and wealth management firms - providing expert advice and long‑term financial solutions to individuals, families and businesses. With more than 200 Advisers and 750 staff, we are driven by our culture, values and client-centric approach.

We are looking for those of you who wish to be part of an established business and are keen to work in line with our strong growth plans. This is afull-time, permanent opportunityand in return, you will receive a competitive salary andrange of benefits.

The role:

The purpose of this role is to play a valuable role in our Commercial Team, as a Junior Independent Financial Adviser. You will work closely with experienced advisers to provide a consistent and outstanding client experience while helping clients progress towards their financial objectives.

As our Junior Independent Financial Adviser, you will typically:

• Develop an understanding of the AFH Group's core values and apply these in everyday activities
• Support experienced advisers in delivering high-quality financial planning services to clients
• Build relationships with clients regular communication and excellent service
• Assist with arranging client meetings and preparing for reviews
• Conduct research and gather information relating to client financial circumstances, objectives, and existing arrangements
• Assist in the preparation of financial planning reports and recommendations covering pensions, investments, protection, and estate planning
• Maintain accurate client records and ensure all documentation is completed in a timely manner
• Develop knowledge of financial products, legislation, and market developments relevant to clients' financial planning needs
• Ensure all activities are conducted in line with FCA regulations, company policies, and compliance requirements
• Maintain Treating Customers Fairly (TCF) principles in all client interactions
• Work towards achieving relevant professional qualifications and maintaining up-to-date CPD records
• Support the achievement of team and business objectives through proactive and professional working practices
• Drive your own development by taking ownership of progress, and seeking out learning opportunities.

What we are looking for in our ideal Junior Independent Financial Adviser:

• Level 4 Diploma in Financial Planning
• Excellent interpersonal skills, approachability and professionalism.
• Strong IT skills.
• Well presented, articulate, dedicated and highly professional, having experience of, and the gravitas to, build relationships.
• Comfortable working with Affinity groups, business owners, Entrepreneurs, professional and retail clients.

What AFH can offer – Perks & Benefits:

• Flexible working & holidays - Enjoy flexible working and competitive holiday allowance, with annual buy & sell scheme options as well as your birthday and Christmas Eve off. Plus, additional holiday days for long service.
• Professional development - We are committed to helping you reach your potential by offering tailored learning and development programmes to pursue your career goals.

• Pension - We offer a contributory pension scheme with Royal London, as well as death-in-service benefit.
• Loyalty Bonus Scheme – AFH employees are thanked for long service with a bonus and additional annual leave at 5, 10, 15 and 20 years’ service. Earning up to an additional 75% of 3 months’ salary with an additional 3-week holiday.
• Social perks - To recognise and celebrate employees' great work we are all invited to our annual Christmas and Summer parties.

• 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.
• 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.