Financial planner Work, Jobs in Bromsgrove, Wor (with Salaries)

Senior Advice Technician
AFH Financial Group —Bromsgrove
- Full-time
- Training & development
- Employee discount
Wealth Management Administrator
RGH‑Global Limited —Birmingham
- £25,000 - £30,000 a year
- Financial services
- Communication skills
Wealth Planner - Wealth Management
Barclays —Birmingham
- Financial services
Senior Financial Planning Administrator
Morris Jane Associates —Birmingham
- £35,000 a year
Senior Paraplanner
RGH‑Global Limited —Birmingham
- £45,000 - £60,000 a year
- Full-time
- Hybrid work
- Mentoring
- Communication skills
Paraplanner
Cooper Parry —Birmingham
- Full-time
- Analysis skills
- Analytics
Financial Advisor
Partnership Recruitment —Warwick North
- Up to £60,000 a year
- Hybrid work
- Business development
- Communication skills
- Annual leave
Paraplanner
Charles Stanley —Birmingham
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- No degree
Senior IFA Administrator
RGH‑Global Limited —Coventry
- £26,000 - £34,000 a year
- Part-time
- Employee assistance programme

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Senior Advice Technician

AFH Financial Group -
Bromsgrove

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Job details

Permanent | Full-time

Benefits

Company pension
Employee discount

Qualifications

Financial planning
Technical support
Staff training
Training & development

Full job description

Annual salary: Competitive Salary and Benefits

Senior Advice Technician

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.

To learn more about this opportunity and the culture of AFH Wealth Management, please visit our Careers website https://www.afhwm.co.uk/careers/ or email the People Resourcing team via [email protected]. We look forward to hearing from you!

Apply Now

Refine Your Search

financial planner jobs in bromsgrove, wor

Senior Advice Technician

Wealth Management Administrator

Wealth Planner - Wealth Management

Senior Financial Planning Administrator

Senior Paraplanner

Paraplanner

Financial Advisor

Paraplanner

Senior IFA Administrator

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