Negotiable
Overview
AFH Wealth Management is proud to be one of the UK''s leading independent financial advisory and wealth management firms. This is a full-time, permanent opportunity, with hybrid working, and a competitive salary and range of benefits. The
Finance Adviser Manager
will lead and motivate a team of Independent Financial Advisers to deliver holistic financial planning advice for clients, inspiring revenue growth and profitability, and ensuring compliance with 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 statementEnsuring the team deliver high quality, holistic advice to clients and achieve good outcomes in line with FCA guidelines, including Consumer DutyMotivating the team to ensure team KPIs are met, with a focus on organic growth, client and adviser retention and delivery of good customer outcomesEnsuring 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 StatusReviewing client feedback, including complaints, breaches and client surveys. Making positive improvements and deliver good client outcomesSupporting pre-approvals checking, file checking pre and post-sale as required by the business. Ensure yourself and Advisers maintain adequate CPD recordsMaintaining your own personal competence to deliver the training and competency schemeRegularly review business development plans, Adviser performance (including completion of annual client reviews)Proactively work to retain advisers, identifying areas of riskQualifications
Demonstrable experience of building and managing successful teamsStrong understanding of FCA regulatory requirements, such as consumer duty and treating customers fairlySkilled at understanding and manipulating dataQualified to minimum OCA Level 4 Diploma standardPrevious Sales Management and Training and Competence Management experienceRelevant industry supervision qualification would be desirable – H15, J07 or AF6Accomplished communicator with experience of interacting effectively with both individuals and groupsAbility to attain SPSBenefits
Flexible working and holidays - Enjoy flexible working and competitive holiday allowance, with annual buy and 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 partiesPension - 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 coursesApply 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.Job details
Seniority level: Mid-Senior levelEmployment type: Full-timeJob function: Finance and SalesIndustries: Technology, Information and InternetLocation: Birmingham, England, United ..... full job details .....
Negotiable