This is an exciting opportunity to join our team at AFH Wealth Management.
AFH Wealth Management is one of the UK’s leading independent financial advisory and wealth management firms - providing expert advice and long‑term financial solutions to individuals, families and businesses. With more than 200 Advisers and 750 staff, we are driven by our culture, values and client-centric approach.
We are looking for those of you who wish to be part of an established business and are keen to work in line with our strong growth plans. This is a full-time, permanent opportunity and in return, you will receive a competitive salary and range of benefits.
Commercial Development 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 Commercial Development 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
- Reviewing client feedback, including complaints, breaches and client surveys. Making positive improvements and deliver good client outcomes
- Maintaining your own personal competence to deliver effective team management
- 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 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 experience
- 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.
To learn more about this opportunity and the culture of AFH Wealth Management, please visit our Careers website https://www.afhwm.co.uk/careers/. If you have any questions about this vacancy please contact the People Resourcing Team on [email protected].
We look forward to hearing from you!
