Independent Financial Adviser

Wapiti; Exeter; Hybrid; GBP 40,000 - 70,000; Full time

Job summary

A leading financial planning firm in Exeter is seeking Independent Financial Advisers to join their team. This role offers flexible home working and involves understanding clients' financial goals, delivering tailored strategies, and building strong relationships for successful wealth management. Applicants need a Diploma in Regulated Financial Planning and strong interpersonal skills to thrive in this client-focused environment.

Benefits

End-to-end in-house client journey and support

Consultative marketing support

IT technology through XPlan

Ongoing learning and development culture

Qualifications

• Maintaining CF30 status per FCA regulations.
• Proficiency in virtual/digital communication methods.
• Experience in business development.

Responsibilities

• Follow the Six-Stage Advice Process to build relationships.
• Review and respond to clients' changing needs and financial circumstances.
• Acquire and develop new business from clients and introducers.

Skills

Interpersonal skills

Networking

Client-centric approach

Education

Diploma in Regulated Financial Planning

Tools

XPlan

Job description

Independent Financial Adviser - Exeter and 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.

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.
• Reviewing and responding 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.
• Acquiring and developing new business from new/existing clients and professional introducers via personal business planning, referrals, and the company lead generation program.
• Optimising the use of all marketing opportunities, including social media and networking with introducers and other professionals to develop new business.
• Developing and maintaining good client and introducer relationships through meetings, seminars, and continuous feedback to the team and contact centre.
• Contacting corporate and individual clients to set up meetings, either in-office, at clients' homes or businesses, or virtually via Microsoft Teams.
• Conducting in-depth reviews of clients' financial circumstances, current provisions, and future aims, analyzing information, conducting research, and preparing financial planning reports tailored to individual needs.
• 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 maintaining CF30 status per FCA regulations.
• A client-centric approach with a well-presented, articulate manner and dedication to doing right by clients.
• Excellent interpersonal skills, approachability, professionalism, and IT proficiency to embrace virtual/digital communication methods.
• Experience in networking and attracting new clients through business development, with a focus on growing a client bank and building relationships with affinity groups, business owners, entrepreneurs, and professionals.

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, including full DIS, admin, and paraplanning support.
• A client-centric proposition with a trusted brand, ongoing learning, and development culture.
• AFH platform for efficient, 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 someone you know is interested in joining our growing community as an Independent Financial Adviser, please click ‘APPLY’ today or email us. We look forward to hearing from you!