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AFH Wealth Management jobs

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ADMINISTRATION ASSISTANT

To provide efficient administrative support to a number of IFAs. Preparation of correspondence including letters and emails. To be a point of contact for clients, life offices and members of the business. Maintenance of all admi...

CompanyAfh Wealth Management
AddressBromsgrove, Worcestershire
CategoryAccounting & Finance
Job typePermanent
Date Posted a week ago See detail

Administration Assistant

Afh Wealth Management

Bromsgrove, Worcestershire

To provide efficient administrative support to a number of IFAs. Preparation of correspondence including letters and emails. To be a point of contact for clients, life offices and members of the business. Maintenance of all admi...

a week ago seen See more...

Executive IFA Administrator

Afh Wealth Management

Bromsgrove, Worcestershire

Competitive

To provide comprehensive technical and administrative support to a number of senior IFAs. The mentoring of an Administrator to assist with workload and adviser requests. Preparation of any client correspondence including letters a...

2 weeks ago seen See more...

Administration Assistant

Afh Wealth Management

Worcestershire, England

Salary negotiable

To provide efficient administrative support to a number of IFAs. Preparation of correspondence including letters and emails. To be a point of contact for clients, life offices and members of the business. Maintenance of all admi...

2 weeks ago seen See more...

M365 and Power Platform Developer

Afh Wealth Management

Bromsgrove, Worcestershire

You will be responsible for building and deploying apps and workflows for use across the business. The platform will be integrated using APIs with a variety of data sources including SQL Server, SharePoint, Cloud Data Warehouse an...

2 weeks ago seen See more...

Executive IFA Administrator

Afh Wealth Management

Worcestershire, England

Salary negotiable

To provide comprehensive technical and administrative support to a number of senior IFAs. The mentoring of an Administrator to assist with workload and adviser requests. Preparation of any client correspondence including letters a...

2 weeks ago seen See more...

M365 and Power Platform Developer

Afh Wealth Management

Worcestershire, England

Salary negotiable

You will be responsible for building and deploying apps and workflows for use across the business. The platform will be integrated using APIs with a variety of data sources including SQL Server, SharePoint, Cloud Data Warehouse an...

2 weeks ago seen See more...

Independent Financial Adviser

Afh Wealth Management

Warwickshire, England

Salary negotiable

Follow the Six-Stage Advice Process to build long term relationships and deliver excellent Client out-comes. Reviewing and responding to Clients changing needs and financial circumstances, keeping Introducers and Clients up to da...

2 weeks ago seen See more...

Junior Independent Financial Adviser

Afh Wealth Management

Devon, England

Salary negotiable

Follow the Six-Stage Advice Process to build long term relationships and deliver excellent Client out-comes. Reviewing and responding to Clients changing needs and financial circumstances, keeping Introducers and Clients up to da...

2 weeks ago seen See more...

RPA Developer

Afh Wealth Management

Bromsgrove, Worcestershire

Design, develop, and implement automation solutions using RPAtools such as Kofax. Open to using other low code tools such as Power Automate and Power Apps if project requires. Analyse business processes, identify automation oppo...

3 weeks ago seen See more...

Financial Adviser - Desk Based

Afh Wealth Management

Worcestershire, England

Salary negotiable

Conduct in-depth annual reviews of clients' financial circumstances reviewing the clients current arrangements and identifying future aims, objectives and new business opportunities. Ensure that the quality of all client files an...

4 weeks ago seen See more...

Financial Adviser - Desk Based

Afh Wealth Management

Bromsgrove, Worcestershire

Conduct in-depth annual reviews of clients' financial circumstances reviewing the clients current arrangements and identifying future aims, objectives and new business opportunities. Ensure that the quality of all client files an...

4 weeks ago seen See more...

Independent Financial Adviser Exeter

Afh Wealth Management

Devon, England

Salary negotiable

Follow the Six-Stage Advice Process to build long term relationships and deliver excellent Client out-comes. Reviewing and responding to Clients changing needs and financial circumstances, keeping Introducers and Clients up to da...

a month ago seen See more...

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