Independent Financial Adviser

AFH Financial Group; Bromsgrove; Remote; GBP 60,000 - 80,000; Full time

Job summary

A leading independent financial advisory firm in the UK is seeking an Independent Financial Adviser to join their team. This role involves helping clients achieve their financial goals through personalized strategies and maintaining relationships with new and existing clients. The position offers flexible working arrangements, access to comprehensive support, and a strong emphasis on client service and ongoing professional development.

Benefits

End-to-end in-house client journey

Full back-office support

Ongoing learning and development

Established Practice Buy-Out option

Qualifications

• Demonstrate a client-centric approach with professionalism.
• Experience in networking and developing a client bank.
• Able to maintain CF30 status as per FCA regulations.

Responsibilities

• Build long-term relationships and deliver excellent client outcomes.
• Review clients' financial needs and respond to changes.
• Acquire and develop new business from clients and professional introducers.
• Optimize marketing opportunities, including social media.
• Conduct in-depth financial reviews and prepare reports.

Skills

Client-centric approach

Excellent interpersonal skills

IT skills for virtual communication

Networking and business development

Education

Diploma in Regulated Financial Planning

Job description

Independent Financial Adviser

Location: Bromsgrove, United Kingdom

Employment: Permanent, Full time, Competitive compensation

Job Description

Independent Financial Adviser – Nationwide Opportunities. At AFH, as we grow, we’re looking for experienced 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

• Follow the Six‑Stage Advice Process to build long‑term relationships and deliver excellent client outcomes.
• Review and respond to clients’ changing needs and financial circumstances, keeping introducers and clients up to date with new financial products or changes to legislation that may affect their clients’ pensions, savings, investments and financial plans.
• Acquire and develop new business from new/existing clients and professional introducers via personal business planning, referrals and company lead generation programme.
• Optimise the use of all marketing opportunities available, including via social media and networking with introducers and other professionals to develop new business.
• Develop and maintain good client & introducer relationships through client meetings, seminars and continuous feedback to the team and contact centre.
• Contact corporate and individual clients to set up meetings, either within an office environment, in the clients’ homes or business premises or virtually via Microsoft Teams.
• Conduct in‑depth reviews of clients’ financial circumstances, current provision and future aims and objectives while analysing information, conducting research and preparing financial planning reports best suited to the individual clients’ requirements covering all areas of advice.
• Deliver accurate management information as requested.

What We Are Looking For

• Diploma in Regulated Financial Planning (or FCA approved equivalent) and to maintain CF30 status in accordance with the FCA regulations.
• Clear demonstration of a client‑centric approach with a well‑presented and articulate manner and dedication to doing the right thing for our clients.
• Excellent interpersonal skills, approachability, and professionalism.
• Harnessing IT skills to embrace the new virtual/digital ways to communicate with clients.
• Experience in networking and attracting new clients through business development and effective business planning to grow a client bank and building relationships with affinity groups, business owners, entrepreneurs, professional and retail clients.

Benefits

• Support to build your client base and future value.
• End‑to‑end in‑house client journey and back‑office support with full DIS, Admin and Paraplanning support.
• Client‑centric proposition and trusted brand reputation with compelling values and ongoing learning and development culture.
• AFH Platform to deliver efficient and cost‑effective solutions.
• Established Practice Buy‑Out option on exit.
• Consultative marketing support.
• IT technology through XPlan our POS system.
• Administration Support.

With over 30 years of experience and more than 200 accredited advisers nationwide, AFH is one of the UK’s leading independent financial advisory firms. If you or anyone that you know is interested in becoming a part of our growing community as an Independent Financial Adviser, click ‘APPLY’ today or email us at [e-mail]. We look forward to hearing from you!