Financial Planning Specialist
2 days ago
We are seeking a highly skilled and motivated Financial Planning Specialist to join our team at AFH Wealth Management. As a key member of our team, you will play a vital role in helping our clients achieve their financial goals and objectives.
Key Responsibilities- Client Relationship Management: Develop and maintain strong relationships with our clients, understanding their current and future financial needs and goals.
- Financial Planning: Create comprehensive financial plans for our clients, taking into account their individual circumstances and objectives.
- Business Development: Identify new business opportunities and develop strategies to grow our client base.
- Marketing and Promotion: Collaborate with our marketing team to promote our services and build our brand reputation.
- Team Collaboration: Work closely with our team to ensure seamless delivery of our services and achieve our business objectives.
- Qualifications: Diploma in Regulated Financial Planning (or FCA approved equivalent) and CF30 status in accordance with the FCA regulations.
- Skills and Experience: Proven track record of success in financial planning and wealth management, excellent communication and interpersonal skills, and ability to work in a fast-paced environment.
- Personal Qualities: Client-centric approach, strong work ethic, and commitment to delivering exceptional results.
AFH Wealth Management is one of the UK's leading independent financial advisory firms, with over 30 years of experience and more than 200 accredited advisers nationwide. We are committed to delivering exceptional service to our clients and providing a supportive and collaborative work environment for our team members.
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