Chief Commercial Officer Full Time

AFH Wealth Management is proud to be one of the UK’s leading independent financial advisory and wealth management firms.

We believe that our success starts with our people. If you are determined to succeed and eager to take on new challenges, you’ll find this an exciting career opportunity. This is a full-time, permanent role, with hybrid working and a competitive package.

Chief Commercial Officer

As a member of the Executive board, leading the Commercial function, you will focus on the provision of best in class financial advice for our clients, whilst growing the business organically and through acquisition.

You will be responsible for:

• Defining the strategy and direction of the commercial function of AFH, leading the adviser workforce and business acquisition strategy.
• Setting and delivering strategy, targets, plans and measures to increase revenue and profitability of AFH, with holistic advice at the core.
• Monitoring industry trends, competitive landscape and markets to identify emerging opportunities and potential threats.

• Identifying new business development initiatives, partnerships and collaborations.

• Ensuring client satisfaction, resolution of issues and leveraging of opportunities for cross-selling.

• Building a continuous improvement mindset; collaborating with other functions to make AFH easy to do business with, from an Adviser and Client perspective.

• Continuously monitoring the success of strategy and ensure mitigation and adjustments are in place to achieve targets.

What we are looking for in our ideal Chief Commercial Officer:

• Proven experience of leading a multi-disciplinary Commercial function in a Financial Services business.

• Experience of working within Financial Planning, Investment Management & an FCA regulated environment.

• Experience of operating in a Private Equity funded environment would be an advantage.

• Strong data analytical skills.

• Leader, able to inspire and influence teams to execute the commercial strategy.
• Resilient, results driven and pragmatic, capable of making tough decisions.

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 – competitive bonus scheme.

• 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.

• Private medical insurance

• 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.

Apply today to register your interest in joining our team, or learn more about the benefits and perks of working at AFH and what it is like to work here via our careers website.

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