Junior Financial Adviser – Flexible Growth Path

AFH Financial Group; Barnstaple; Vor Ort; GBP 24.000 - 36.000; Vollzeit

Benefits dieser Stelle

Flexible working

Professional development

Contributory pension

Loyalty bonus scheme

Annual leave bonus

Social events

Discretionary bonus

Health & wellbeing benefits

Shopping discounts

Zusammenfassung

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.

Qualifikationen

• 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.

Aufgaben

• 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.

Kenntnisse

Interpersonal skills

IT skills

Professional conduct

Relationship building

Ausbildung

Level 4 Diploma in Financial Planning

Jobbeschreibung

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.