Independent Financial Adviser

Wapiti; Exeter; Hybrid; GBP 60,000 - 80,000; Full time

Job summary

A leading financial advisory firm in Exeter is seeking an Independent Financial Adviser to help clients achieve financial independence. This role involves understanding clients' goals, developing financial strategies, and maintaining strong relationships. Candidates should have a Diploma in Regulated Financial Planning and excellent interpersonal skills. The position offers flexible working options, including home-based work and office access, with a focus on client satisfaction and business development.

Benefits

End-to-end client journey support

IT technology support

Ongoing learning and development

Qualifications

• Diploma in Regulated Financial Planning required.
• Demonstrated client-centric approach and professionalism.
• Experience in networking and attracting new clients.

Responsibilities

• Build long-term relationships and deliver excellent client outcomes.
• Review and respond to clients' changing financial needs.
• Acquire and develop new business from clients and introducers.

Skills

Client-centric approach

Interpersonal skills

Networking

IT skills

Education

Diploma in Regulated Financial Planning

Tools

XPlan

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. 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.

Responsibilities

• 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 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

Qualifications

• 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 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 . We look forward to hearing from you!