Independent Financial Adviser

AFH Wealth Management; Blackpool; Hybrid; GBP 30,000 - 60,000; Full time

Job summary

Join a forward-thinking financial planning firm as an Independent Financial Adviser, where you'll help clients achieve financial independence through tailored strategies. This role offers the flexibility of home-based work while maintaining essential client relationships through face-to-face meetings. With a strong support system and a commitment to professional growth, you will thrive in a dynamic environment that values client-centric service and innovative financial solutions. If you are passionate about making a difference in clients' lives, this is the perfect opportunity for you.

Benefits

Full Back-Office Support

Marketing Support

Advanced IT Tools

Practice Buy-Out Options

Support to Grow Client Base

Qualifications

• Diploma in Regulated Financial Planning or equivalent required.
• Professional presentation and dedication to clients' interests essential.

Responsibilities

• Build long-term relationships and deliver excellent client outcomes.
• Conduct in-depth reviews of clients' financial circumstances and goals.

Skills

Interpersonal Skills

Networking

Business Development

Client-Centric Approach

IT Skills for Virtual Communication

Education

Diploma in Regulated Financial Planning

FCA Approved Equivalent

Tools

Microsoft Teams

Job description

Join to apply for the Independent Financial Adviser role at AFH Wealth Management

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Independent Financial Adviser - Preston

At AFH, as we grow, we’re looking for like-minded financial advisers to join us. Be part of a progressive and client-focused, financial planning-led wealth management firm as a self-employed or employed adviser.

In this role, you will understand your clients' current and future financial goals and formulate easy-to-understand financial strategies, guiding your clients to financial independence.

This role offers home-based / remote working with access to office locations if preferred. There is an expectation to attend face-to-face client meetings.

Key Responsibilities as our Independent Financial Adviser include:

1. Follow the Six-Stage Advice Process to build long-term relationships and deliver excellent client outcomes.
2. Review and respond to clients’ changing needs and financial circumstances, keeping introducers and clients up to date with new financial products or legislative changes affecting their pensions, savings, investments, and financial plans.
3. Acquire and develop new business from new/existing clients and professional introducers through personal planning, referrals, and company lead generation.
4. Utilize all marketing opportunities, including social media and networking, to develop new business.
5. Maintain good client and introducer relationships through meetings, seminars, and continuous feedback.
6. Contact clients to set up meetings, either in-office, at clients’ homes or businesses, or virtually via Microsoft Teams.
7. Conduct in-depth reviews of clients' financial circumstances and future goals, analyzing information, conducting research, and preparing financial reports tailored to individual needs.
8. Deliver accurate management information as required.

Ideal Candidate Profile:

• Diploma in Regulated Financial Planning or FCA approved equivalent, maintaining CF30 status.
• Client-centric approach with a professional presentation and dedication to clients' best interests.
• Excellent interpersonal skills, approachability, and professionalism, with IT skills suitable for virtual communication.
• Experience in networking, business development, and building relationships with various client groups.

Benefits:

• Support to grow your client base and future value.
• Full back-office support, including DIS, admin, and paraplanning.
• Strong brand reputation and ongoing learning culture.
• Efficient solutions via AFH Platform.
• Practice buy-out options on exit.
• Marketing support and advanced IT tools.

With over 30 years of experience and more than 200 advisers nationwide, AFH is a leading UK independent financial advisory firm.

If interested, click ‘APPLY’ or email [e-mail]. We look forward to hearing from you!

Additional Details

• Seniority level: Entry level
• Employment type: Full-time
• Job function: Finance and Sales
• Industries: Banking