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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.

Explore our Careers Brochure for more information:

Recruitment Brochure Cover

If you share our values and are interested in any of the positions listed, please get in touch.

Advisers

Being an independent adviser with AFWM is about acting 100% in the clients’ interest and ignoring what is easiest for you and AFWM. You will be overseeing the overall financial health of your clients’ and as such this is a tremendously responsible, motivating and rewarding role. You should believe that the most successful path to a rewarding career is through delivering excellent long-term customer service and not aiming for quick ‘sales’ and short-term gain. You should enjoy the closer interaction of customer reviews and take pride in receiving positive customer feedback.

Independent Financial Advisers

To be an IFA you must hold the DipPFS qualification. Preferably educated to degree level or with three good passes at ‘A-Level’. Qualifications in Mathematics or Economics are desirable.

We also offer excellent career progression opportunities for those who do not yet hold the required regulated qualifications.

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.

Read our Careers Brochure for more information. 

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.

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


Independent Mortgage Advisers

To be a mortgage adviser you must hold the CeMap qualification. Preferably educated to good GCSE grades, particularly in terms of numeracy. Qualifications in Mathematics or Economics are desirable.

We also offer excellent career progression opportunities for those who do not yet hold the required regulated qualifications.

Our mortgage advisers have access to the whole market, and as such, research every mortgage product available to the independent market for each client. You should be able to converse freely with clients and convey information on products and services in an easily understandable manner.

Read our Careers Brochure for more information.

Part of our ethics is to provide truly independent and impartial advice. We provide recommendations which are wholly right for each client’s individual needs, rather than those which are the most convenient for our business.

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


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.

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.

Read our Careers Brochure for more information.

Part of our ethics is to relentlessly strive to provide ever higher service standards. If you feel that you have got the drive and determination to succeed then we want to hear from you.

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


Client Management Roles

We currently have three levels within client management, offering a real and genuine career path. Client managers in our company are absolutely integral to delivering the very best customer experience. You should enjoy customer contact and take pride in receiving positive customer feedback. Additionally, the ability to conduct tasks with precision and attention to detail are essential.

Our client managers are key to the composition and arrangement of all client correspondence in support of our qualified financial advisers. They are the point of phone contact for incoming client and colleague calls, and are the front of house person for the office.

Read our Careers Brochure for more information.

Part of our ethics is to relentlessly strive to provide ever higher service standards. If you feel that you have got what it takes to go above and beyond for our clients, then we want to hear from you.

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

Explore Our Latest Opportunities
info@afwm.co.uk 01872 306422