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Job Summary

Company
AFH Wealth Management
Location
Bromsgrove, MID B61 8DN
Industries
Financial Services
Job Type
Full Time
Permanent
Years of Experience
2+ years
Career Level
Experienced (Non-Manager)
Salary

Competitive performance-based earnings

Independent Financial Advisor IFA

About the Job

AFH, a Discretionary Wealth Manager and Independent Financial Advisory (IFA) firm, with headquarters in Bromsgrove, Worcestershire, is looking to expand their professional team of Independent Financial Advisers.

 

Having recently floated on the PLUS market and being one of the top 100 IFAs in the country, AFH is committed to retaining its independent status post RDR and continuing to grow its business through IFA acquisitions and the development of good quality professional connections.

 

With 80 IFAs and over 60 back office staff, AFH offers unrivalled administrative, technical and investment support and provides the opportunity to grow with a new breed IFA practice.

Whether you're looking for a self-employed or salaried role, we would be interested in talking to you. With a strong track record for adviser retention of almost 100%, we are looking to attract good quality financial advisers seeking a long term career, who are committed to offering first class financial planning to corporate and private clients.

 

Some of the many benefits offered to our advisers are:

·        Designated administrative support leaving you more time to spend with your clients

·        Technical reports and research provided by our team of highly qualified Technical Assistants

·        A quality In-house Investment Team, offering Discretionary and Advisory Portfolio Management

·        In-house Stockbroking & Portfolio Management

·        RDR ready practice with a clearly defined service proposition

·        In-house Compliance team with a realistic approach to new business transactions

·        In-house training program offering support, (including financial support) toward QCA level 4 (Diploma) and professional qualifications

·        Lead generation

·        Assistance with the development of professional connections, ultimately resulting in a more proactive approach via the Joint Ventures route

·        Share options available

·        A tried and tested exit strategy with a flexible practice buy-out option

All advisers have access to our lead generation program which provides incremental activity to self-generated clients.

 

AFH are also interested in hearing from any IFAs who are concerned about RDR and are looking to exit the industry, or IFAs who wish to sell their practice and continue to advise.  Further details can be found on our Website:  www.afhwm.co.uk

 

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