Independent Financial Adviser

AFH financial group; Burgess Hill; Hybrid; GBP 40,000 - 80,000; Full time

Job summary

An established industry player is seeking an Independent Financial Adviser to join their progressive and client-focused team. In this role, you will guide clients towards financial independence by understanding their goals and formulating tailored strategies. With a strong emphasis on relationship building and business development, you will have the opportunity to work remotely while also having access to office locations. This role offers a supportive environment with in-house client journey assistance and marketing support, making it an exciting opportunity for those looking to grow their career in financial advisory.

Benefits

In-house client journey support

Admin and Paraplanning support

Consultative marketing support

Established Practice Buy Out option

Ongoing learning and development culture

Qualifications

• Diploma in Regulated Financial Planning or FCA approved equivalent required.
• Demonstrated client-centric approach with excellent interpersonal skills.

Responsibilities

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

Skills

Client Centric Approach

Interpersonal Skills

Networking

Business Development

Financial Planning

Education

Diploma in Regulated Financial Planning

Tools

XPlan

Job description

Independent Financial Adviser

AFH financial group burgess hill, west sussex, United Kingdom

Independent Financial Adviser

AFH financial group burgess hill, west sussex, United Kingdom Apply now Posted 19 days ago Permanent Competitive

Independent Financial Adviser

AFH financial group burgess hill, west sussex, United Kingdom Apply now

Independent Financial Adviser - Burgess Hill

At AFH, as we grow, we're looking for an 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 as our Independent Financial Adviser will include:

• Follow the Six-Stage Advice Process to build long term relationships and deliver excellent Client out-comes.
• Reviewing and responding 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.
• Acquiring and developing new business from new/existing Clients and professional introducers, via personal business planning, referrals and company lead generation programme.
• Optimising the use of all marketing opportunities available, including via Social Media and networking with Introducers and other professionals to develop new business.
• Developing and maintaining good Client & introducer relationships through Client meetings, seminars and continuous feedback to the team and Contact Centre.
• Contacting 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.
• Conducting in-depth reviews of Clients' financial circumstances, current provision and future aims and objectives whilst analysing information, conducting research and preparing financial planning reports best suited to the individual Clients' requirements covering all areas of advice.
• Delivering accurate Management Information as requested.

What we are looking for in our ideal Independent Financial Adviser:

• 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 as an Independent Financial Adviser at AFH:

• 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 are interested in becoming a part of our growing community as an Independent Financial Adviser, get in touch and click 'APPLY' today or email us via [e-mail] . We look forward to hearing from you!

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