Independent Financial Adviser

AFH financial group; Leicester; Remote; GBP 40,000 - 80,000; Full time

Job summary

Join a progressive and client-focused financial planning firm as an Independent Financial Adviser. This role allows you to work remotely while offering the opportunity to meet clients face-to-face. You will help clients achieve financial independence by formulating tailored strategies based on their goals. With comprehensive support and a strong brand reputation, you will have the tools necessary to build a successful client base. If you are dedicated to doing the right thing for clients and have a passion for financial planning, this is the perfect opportunity for you.

Benefits

End-to-End In-House Client Journey Support

Consultative Marketing Support

IT Technology Support

Administration Support

Qualifications

• Diploma in Regulated Financial Planning or FCA approved equivalent.
• Excellent interpersonal skills and proficiency with IT.

Responsibilities

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

Skills

Client-Centric Approach

Interpersonal Skills

Networking

Business Development

Financial Planning

Education

Diploma in Regulated Financial Planning

Tools

XPlan POS System

Job description

Independent Financial Adviser - Leicester 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:

1. Follow the Six-Stage Advice Process to build long-term relationships and deliver excellent client outcomes.
2. 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 pensions, savings, investments, and financial plans.
3. Acquiring and developing new business from new/existing clients and professional introducers through personal business planning, referrals, and company lead generation programs.
4. Optimising the use of all marketing opportunities available, including social media and networking with introducers and other professionals to develop new business.
5. Developing and maintaining good client and introducer relationships through meetings, seminars, and continuous feedback to the team and Contact Centre.
6. Contacting corporate and individual clients to set up meetings, either in-office, at clients' homes or businesses, or virtually via Microsoft Teams.
7. 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 client requirements across all advice areas.
8. 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 the right thing for clients.
• Excellent interpersonal skills, approachability, professionalism, and proficiency with IT to embrace virtual/digital communication methods.
• Experience in networking and attracting new clients through business development and effective planning, building relationships with affinity groups, business owners, entrepreneurs, and 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, including full DIS, admin, and paraplanning support.
• A client-centric proposition and trusted brand reputation with ongoing learning and development.
• AFH platform for efficient and cost-effective solutions.
• Established practice buy-out option on exit.
• Consultative marketing support.
• IT technology through XPlan 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 at [e-mail]. We look forward to hearing from you!

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