AFH Wealth Management

AFH Wealth Management is proud to be one of the UK's leading independent financial advisory and wealth management firms. We believe that our success starts with our people. If you are determined to succeed and eager to take on new challenges, you'll find a variety of exciting career opportunities at AFH. This is a full-time, permanent opportunity, with hybrid working, and a competitive salary and click apply for full job details

Paraplanner AFH Wealth Management is proud to be one of the UK's leading independent financial advisory and wealth management firms. We believe that our success starts with our people. If you are determined to succeed and eager to take on new challenges, you'll find a variety of exciting career opportunities at AFH click apply for full job details

Independent Financial Adviser - Location of clients Kent/Maidstone This is an opportunity to service and build upon an existing client portfolio on an employed or self-employed basis, delivering a consistent and outstanding client experience. In this role, you will understand your clients' current and future financial goals and formulate easy to understand financial strategies, guiding your client click apply for full job details

Independent Financial Adviser - Barnstaple At AFH, as we grow, we're looking for like-minded financial advisers to join us. Be part of a progressive and client-focused, financial planning-led wealth management firm as a self-employed or employed adviser. In this role, you will understand your clients' current and future financial goals and formulate easy to understand financial strategies, guiding click apply for full job details

Independent Financial Adviser - Kent This is an opportunity to service and build upon an existing client portfolio on an employed or self-employed basis, delivering a consistent and outstanding client experience. In this role, you will understand your clients current and future financial goals and formulate easy to understand financial strategies, guiding your clients to financial independence click apply for full job details

Independent Financial Adviser - Burgess Hill At AFH, as we grow, we're looking for an experienced financial advisers to join us. Be part of a progressive and client-focused, financial planning-led wealth management firm as a self-employed or employed adviser. In this role, you will understand your clients' current and future financial goals and formulate easy to understand financial strategies, gu click apply for full job details

Independent Financial Adviser - Exeter & surrounding areas At AFH, as we grow, we're looking for like-minded financial advisers to join us. Be part of a progressive and client-focused, financial planning-led wealth management firm as a self-employed or employed adviser. In this role, you will understand your clients current and future financial goals and formulate easy to understand financial stra click apply for full job details

AFH Wealth Management is proud to be one of the UK's leading independent financial advisory and wealth management firms. We believe that our success starts with our people. If you are determined to succeed and eager to take on new challenges, you'll find a variety of exciting career opportunities at AFH. This is a full-time, permanent opportunity, with hybrid working, and a competitive salary and range of benefits. Corporate Servicing Technician The Corporate Servicing Technician will primarily assist advisers and clients by providing efficient and effective research on automatic enrolment and group risk schemes. As our Corporate Servicing Technician, you will be responsible for: Articulating our services within a fee agreement and present to advisers within a suitable time frame Evaluating existing pension arrangements and determine ongoing automatic enrolment compliance Supporting advisers and clients with any scheme rectification work required Arranging conference calls with scheme and payroll providers and clients if deemed necessary Ensuring Group Risk cover remains suitable through Whole of Market and Renewal research Completing and issuing FPR's to advisers within a suitable timeframe Provide technical support and guidance to advisers when making the recommendation Routinely and consistently follow company procedures and compliance requirements Accurate record keeping. What we are looking for in our ideal Corporate Servicing Technician : A solid understanding of Group Risk products in financial services, and their provider processes Knowledge of Auto-enrolment legislation Experience in an IFA environment Excellent communication skills, maintaining a high level of professional conduct with clients and advisers via telephone, email and written communication Understanding the varying needs of corporate clients whilst providing excellent customer service Excellent attention to detail, meticulous and tenacious in ensuring all work produced is accurate A good working knowledge of Excel is necessary. 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. Apply today to register your interest in joining our team, or learn more about the benefits and perks of working at AFH and what it is like to work here via our careers website.

Paraplanner AFH Wealth Management is proud to be one of the UK's leading independent financial advisory and wealth management firms. We believe that our success starts with our people. If you are determined to succeed and eager to take on new challenges, you'll find a variety of exciting career opportunities at AFH. This is a full-time, permanent opportunity, with hybrid working, and a competitive salary and range of benefits. As our Paraplanner you will typically: Participate in and delivering comprehensive financial research, within set SLAs, on products and investments on an independent basis using company-approved research tools Prepare and delivering bespoke investment reports, within set SLAs, to clients through the analysis of existing investment portfolios and comparison against suitable benchmarks Prepare and interpreting complex plan information with a view to completing transfer analysis Prepare complex financial planning reports, within set SLAs, in multiple financial planning areas Research and review, where necessary, new and existing legislation and technical/product information to aid in the role that is performed Thorough research conducted where necessary and referring to Senior team members, where necessary Participating in firm research projects, adhering to set deadlines, as and if required. What we are looking for in our ideal Paraplanner: Diploma in Financial Planning Demonstration of knowledge, interest and experience in personal financial planning and in the construction of financial planning research and suitability reports Experience in an IFA environment, demonstrating quality communications of constructive feedback A high standard of written and numerical skills An ability to demonstrate strong report-writing skills A high level of accuracy and attention to detail Aptitude in Microsoft Office. Key Risk Responsibilities: Completion of assigned tasks, ensuring that SLAs are adhered to Delivery of accurate and thorough research, calculations, New Business Investment Reports and FPRs to advisers Contribution into technical and regulatory development of advisers and/or staff on a specific case basis Contribution into technical and regulatory development of Trainee Paraplanners Thorough research conducted where necessary and referring to Senior team members, where necessary. 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. With over 30 years of experience and more than 200 accredited advisers nationwide, AFH is one of the UK's leading independent financial advisory firms. If you or anyone that you know are interested in becoming a part of our growing community as our Paraplanner, get in touch and click 'APPLY' today or email us via . We look forward to hearing from you!

AFH Wealth Management is proud to be one of the UK's leading independent financial advisory and wealth management firms. We believe that our success starts with our people. If you are determined to succeed and eager to take on new challenges, you'll find a variety of exciting career opportunities at AFH. This is a full-time, permanent opportunity, with hybrid working, and a competitive salary and range of benefits. Finance Adviser Manager This is a great opportunity to ensure the continued growth and compliance within our team of advisers. In this role, you will be leading and motivating a team of Independent Financial Advisers to deliver holistic financial planning advice for our clients. Your position will be to inspire the team to deliver revenue growth and profitability, as well as ensuring compliance to AFH and regulatory standards. As our Finance Adviser Manager, you will be responsible for: Managing and motivating a team of Independent Financial Advisers, based across the UK, in line with the AFH behaviours and values whilst acting in line with the AFH Vision statement Ensuring the team deliver high quality, holistic advice to clients and achieve good outcomes in line with FCA guidelines, including Consumer Duty Motivating the team to ensure team KPIs are met, with a focus on organic growth, client and adviser retention and delivery of good customer outcomes Ensuring advisers are trained and fully competent to deliver holistic advice in line with the AFH T&C Scheme. Supporting and developing advisers to achieve and maintain Competent Adviser Status Reviewing client feedback, including complaints, breaches and client surveys. Making positive improvements and deliver good client outcomes Supporting pre-approvals checking, file checking pre and post-sale as required by the business. Ensure yourself and Advisers maintain adequate CPD records Maintaining your own personal competence to deliver the training and competency scheme Regularly review business development plans, Adviser performance (including completion of annual client reviews) Proactively work to retain advisers, identifying areas of risk. What we are looking for in our ideal Finance Adviser Manager: Demonstrable experience of building and managing successful teams Strong understanding of FCA regulatory requirements, such as consumer duty and treating customers fairly Skilled at understanding and manipulating data Qualified to minimum OCA Level 4 Diploma standard Previous Sales Management and Training & Competence Management experience Relevant industry supervision qualification would be desirable - H15, J07 or AF6 Accomplished communicator with experience of interacting effectively with both individuals and groups Ability to attain SPS. 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. Apply today to register your interest in joining our team, or learn more about the benefits and perks of working at AFH and what it is like to work here via our careers website.

AFH Wealth Management is proud to be one of the UK's leading independent financial advisory and wealth management firms. We believe that our success starts with our people. If you are determined to succeed and eager to take on new challenges, you'll find a variety of exciting career opportunities at AFH. This is a full-time, permanent opportunity, with hybrid working, and a competitive salary and range of benefits. Switch Team Administrator The role is a core function within the Switch Team dealing with fund switch requests and processing these within SLA in line with compliance guidelines. Also, providing timely and efficient administration support to Senior Administrator where necessary. As our Switch Team Administrator , you will be responsible for: Ensuring client requests are correctly processed and completed within the agreed SLA Dealing with postal fund switch requests and processing these online where applicable Responding to telephone and medium risk queries in relation to fund switches, and escalating where necessary Being a point of contact for consultants, members of the business and the team Ensuring that all data is kept up to date and stored accurately Monitoring and maintaining accurate diary management and record keeping processes to ensure activity audit trails are maintained in line with compliance standards Ensuring all completed instructions and transactions match and are fully documented in line with company procedures Supporting senior staff and line managers in the event of absences. What we are looking for in our ideal Switch Team Administrator : Demonstrable knowledge of the Financial Services Market and Investment Products Good knowledge of Microsoft Word, Excel and Outlook Working knowledge of XPlan, Pershing's Nexus and Nexus Complete Software systems is desirable Knowledge of TCF Principles and GDPR and how they apply to the individual role. 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. Apply today to register your interest in joining our team, or learn more about the benefits and perks of working at AFH and what it is like to work here via our careers website.

Independent Financial Adviser - Exeter & surrounding areas At AFH, as we grow, we're looking for like-minded financial advisers to join us. Be part of a progressive and client-focused, financial planning-led wealth management firm as a self-employed or employed adviser. In this role, you will understand your clients current and future financial goals and formulate easy to understand financial stra click apply for full job details

AFH Wealth Management is proud to be one of the UK's leading independent financial advisory and wealth management firms. We believe that our success starts with our people. If you are determined to succeed and eager to take on new challenges, you'll find a variety of exciting career opportunities at AFH. This is a full-time, permanent opportunity, with hybrid working, and a competitive salary and click apply for full job details

Independent Financial Adviser - Hertfordshire & North London At AFH, as we grow, we're looking for an experienced financial advisers to join us. Be part of a progressive and client-focused, financial planning-led wealth management firm as a self-employed or employed adviser. In this role, you will understand your clients' current and future financial goals and formulate easy to understand financia click apply for full job details