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Careers / Jobs

Roles within AFWM Ltd

Our team is comprised of people from different backgrounds and with varying strengths. The one thing we all have in common is our values:

  • We believe in acting with utmost honesty and integrity.
  • We work hard to delight our clients through our efforts to provide value for money and the highest possible service standards.

Please view Our Ethics page to find out more about the way we do business. If you genuinely share these values, please browse our role profiles:

Advisers

As an Adviser with AFWM Ltd you should believe that the most successful path to a rewarding career is through delivering excellent customer service rather than aiming for quick ‘sales’ and short-term gain. You should enjoy customer reviews and take pride in receiving positive customer feedback.

Independent Financial Advisers

To be an IFA you must hold the DipPFS qualification.
Qualified Financial Advisers may work remotely from any location within the UK. Our strong branding and reputation for delivering excellent customer service means that we have clients based all over the UK. Also, our innovative methods of remote working means that you will be fully supported in being a successful AFWM Ltd Adviser wherever you choose to settle.

We offer excellent career progression opportunities for those who do not yet hold the required regulated qualifications. We are keen to talk to anyone with good numeracy skills and educated to Degree level or with three good passes at ‘A-Level’. Qualifications in Mathematics or Economics are highly desirable.

Required qualities:

Part of our ethics is to take responsibility for client asset management, not to delegate to third parties. We provide recommendations which are wholly right for each client’s individual needs, rather than those which are the most convenient for our business.

As an AFWM Ltd Adviser, you should have a good knowledge of different asset class characteristics. You should be able to converse freely with clients on world economic events and discuss the potential effects on their investments.

Please refer to Our Ethics page to ensure you share our Company values of honesty and integrity.

Current Vacancies / Jobs
We have no current vacancies. Please keep visiting our page for updates

Independent Mortgage Advisers

Qualified Mortgage Advisers may work from any location within the UK. Our strong branding and reputation for delivering excellent customer service means that we have clients based all over the UK. Also, our innovative methods of remote working means that you will be fully supported in being a successful AFWM Ltd Adviser wherever you choose to settle.

Required qualities

Please refer to Our Ethics page to ensure you share our Company values of honesty and integrity.

We are keen to talk to anyone with good numeracy skills.

Current Vacancies / Jobs
We have no current vacancies. Please keep visiting our page for updates

Trainee Independent Financial Advisers/Research and Support Assistants

Occasionally, as our existing trainees become qualified, we will have vacancies for Research and Support Assistants.

We are keen to talk to anyone with three good passes at ‘A-Level’. Qualifications in Mathematics or Economics are highly desirable. Ideally you should hold, or be capable of attaining a Degree, again preferably oriented towards Mathematics or Economics.

This role would comprise of:

  • Studying to achieve the Qualified Adviser status (DipPFS).
  • Dealing with administrative issues with financial services companies.
  • Online switching of client funds.
  • Administration of Penberth, Prussia and Porthgwarra regular switching service.
  • Research of products and funds and composition of appropriate research reports.
  • Preparation of information to be provided to clients in support of the qualified Financial Advisers.

Required qualities

  • Part of our ethics is to take responsibility for client asset management, not to delegate to third parties. We provide recommendations which are wholly right for each client’s individual needs, rather than those which are the most convenient for our business.
  • As a trainee AFWM Ltd Adviser, you should be willing to build a good knowledge of different asset class characteristics and should take a personal interest in world economic news.
  • Once qualified you should be able to converse freely with clients on world economic events and discuss the potential effects on their investments.
  • Please refer to Our Ethics page to ensure you share our Company values of honesty and integrity.
Current Vacancies/ Jobs
We have no current vacancies. Please keep visiting our page for updates

Administrative Roles

We currently have three levels of Administrator Support – Assistant, Senior and Executive, offering a real and genuine career path. Administrators in our Company are absolutely integral to delivering the very best customer experience.

The roles may involve:

  • Composition and arrangement of client correspondence in support of our qualified Financial Advisers.
  • Dealing with administration issues with financial services companies.
  • Dealing with client business and processing in line with our procedures.
  • Booking and arrangement of client appointments.
  • Processing and administration of daily correspondence.
  • Looking after the Company’s social media accounts and website; creating regular posts and positively reinforcing the Company’s reputation.
  • Managing the Company website; updating the blog and ensuring information remains current and compliant.
  • Co-ordinating the Company’s sponsorship efforts; liaising with Charities/Community Organisations.

Required qualities:

  • As an AFWM Ltd Administrator, you should enjoy customer contact and take pride in receiving positive customer feedback.
  • You should be friendly, with excellent communication skills and should have a desire to help and solve problems. You should have a good knowledge of English language and grammar.
  • You should hold good GCSE or equivalent in English and Mathematics and ideally should hold, or be capable of attaining good grades of RSA levels I,II and III.
  • Please refer to Our Ethics page to ensure you share our Company values of honesty and integrity.
Current Vacancies / Jobs
We have no current vacancies. Please keep visiting our page for updates
info@afwm.co.uk 01872 306422