Independent Financial Adviser

AFH Wealth Management; Burgess Hill; Remote; GBP 40,000 - 80,000; Full time

Job summary

Join a progressive wealth management firm as an Independent Financial Adviser, where you'll guide clients to financial independence. This role offers the flexibility of home-based or remote working, while still allowing for face-to-face client meetings. You'll utilize your expertise to develop tailored financial strategies, build strong client relationships, and leverage marketing opportunities to grow your client base. With a strong support system and a commitment to client-centric values, this is a fantastic opportunity for those looking to make a significant impact in the financial advisory space.

Benefits

End-to-end client journey support

In-house admin and paraplanning support

Ongoing learning and development

Consultative marketing support

Established practice buy-out option

Qualifications

• Must maintain CF30 status in accordance with FCA regulations.
• Demonstrate excellent interpersonal skills and professionalism.

Responsibilities

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

Skills

Client-centric approach

Interpersonal skills

Business development

Networking

Analytical skills

Education

Diploma in Regulated Financial Planning

Tools

XPlan

Job description

Independent Financial Adviser - Burgess Hill

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 as our Independent Financial Adviser will include:

• 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 whilst 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 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 build 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 is 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!