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Finance Adviser Manager
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AFH Wealth ManagementAFH 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.
Role overviewFinance 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.
Responsibilities
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 TandC 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
Qualifications and experience
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 and 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
Flexible working and holidays - competitive holiday allowance, with annual buy and sell scheme options and your birthday off; additional holiday days for long service
Social perks - annual Christmas and Summer parties
Pension - contributory pension scheme with Royal London and death-in-service benefit
Bonus scheme - discretionary annual bonus following completion of a year’s service
Health and wellbeing - MediCash app with cashback on health initiatives, discounted memberships, and free healthcare benefits
Professional development - tailored learning and development programmes
Shopping discounts - discounts or cashback with retailers and access to online training
Additional details
Seniority level: Mid-Senior level
Employment type: Full-time
Job function: Finance and Sales
Industries: Banking
Apply today to register your interest in joining our team, or learn more about the benefits and perks of working at AFH via our careers ..... full job details .....
Negotiable