Independent Financial Adviser

AFH Wealth Management; Ebford; On-site; GBP 60,000 - 80,000; Full time

Job summary

A progressive wealth management firm in the UK is seeking an Independent Financial Adviser to understand client goals and formulate financial strategies. This role is ideal for both self-employed and employed advisers who aim to deliver client-focused financial planning. Join a growing team in the Exeter area.

Qualifications

• Experience in financial advising is preferred.
• Ability to create easy-to-understand financial strategies.

Responsibilities

• Understand clients' financial goals.
• Formulate financial strategies.

Job description

Overview

Independent Financial Adviser - Exeter & surrounding areas

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.

Responsibilities

• In this role, you will understand your clients current and future financial goals and formulate easy to understand financial strategies.