Senior Advice Technician

AFH Wealth Management; Bromsgrove; On-site; GBP 40,000 - 56,000; Full time

Benefits offered by this job

Flexible working

Pension scheme

Annual bonus

Health benefits

Professional development

Shopping discounts

Job summary

AFH Wealth Management, a leading UK independent financial advisory and wealth management firm, seeks a Senior Advice Technician to support advisers in the early and final stages of the advice process.

You will handle complex cases, contribute to high-quality financial planning, and assist with training and knowledge sharing while maintaining regulatory standards.

Qualifications

• KYC and research support for adviser cases.
• Knowledge of financial planning principles and regulatory requirements.
• Proficiency with MS Office and cashflow analysis.

Responsibilities

• Discuss complex cases with advisers to enhance outcomes.
• Provide professional judgement on high-risk cases.
• Respond to routine and advanced adviser queries with detailed research.

Skills

KYC & Research

Financial Planning

Microsoft Office

Cashflow analysis

Education

Chartered Financial Planner (in progress)

Tools

Research systems

Job description

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.

This is a great opportunity for someone looking for a change in career direction such as a Chartered FInancial Planner, Senior Paraplanner, or Financial Adviser.

As our Senior Advice Technician , you will typically:

• 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 firms T&C Scheme
• Actively contribute to the technical and regulatory advancement and development of Advice Technicians through knowledge sharing and guidance.

What we are looking for in our ideal ASenior Advice Technician:

• Chartered Financial Planner status or actively working to final stages of becoming Chartered
• Commitment and willingness to pursuing 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.

Benefits And Perks At AFH

• 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 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.