Independent Financial Adviser

Wapiti; Kingston upon Hull; Remote; GBP 35,000 - 70,000; Full time

Job summary

A leading independent financial advisory firm seeks an Independent Financial Adviser to foster client relationships and create financial strategies for independence. This role offers flexible working options, combining remote work with face-to-face client meetings while delivering comprehensive financial solutions backed by robust operational support.

Benefits

Support to build client base

Full in-house client journey support

Ongoing development culture

Marketing support

Administrative support

Qualifications

• Maintain CF30 status according to FCA regulations.
• Professional and articulate manner.
• Proficient in IT and virtual communication.

Responsibilities

• Build long-term relationships using the Six-Stage Advice Process.
• Review and respond to clients' needs effectively.
• Conduct in-depth financial reviews and prepare tailored reports.

Skills

Client-centric approach

Interpersonal Skills

Networking

Business Development

Education

Diploma in Regulated Financial Planning

Tools

XPlan

Microsoft Teams

Job description

Independent Financial Adviser - Hull and Surrounding Areas

At AFH, as we grow, we're looking for like-minded financial advisers to join us. Be part of a progressive, 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

• 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 legislative changes affecting their pensions, savings, investments, and financial plans.
• Acquire and develop new business from new/existing clients and professional introducers through personal planning, referrals, and company lead generation.
• Utilise marketing opportunities, including social media and networking, to develop new business.
• Develop and maintain good relationships with clients and introducers through meetings, seminars, and feedback.
• Contact clients to set up meetings in various environments, including virtually via Microsoft Teams.
• Conduct in-depth reviews of clients' financial situations, analyze information, conduct research, and prepare financial planning reports tailored to individual needs.
• Deliver accurate management information as required.

Ideal Candidate

• Diploma in Regulated Financial Planning (or FCA approved equivalent) and maintain CF30 status according to FCA regulations.
• Client-centric approach with a professional and articulate manner, committed to doing right by clients.
• Excellent interpersonal skills, approachability, and professionalism. Proficient in IT, embracing virtual/digital communication methods.
• Experience in networking and business development, attracting new clients, and building relationships with affinity groups, business owners, entrepreneurs, and retail clients.

Benefits

• Support to build your client base and future value.
• Full in-house client journey and back-office support, including DIS, admin, and paraplanning.
• Client-centric proposition with a trusted brand and ongoing development culture.
• AFH Platform for efficient, cost-effective solutions.
• Practice buy-out option on exit.
• Marketing support and IT technology through XPlan.
• Administrative 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're interested in joining our growing community as an Independent Financial Adviser, please click ‘APPLY’ today or contact us via email. We look forward to hearing from you!