Independent Financial Adviser

AFH Wealth Management; Manchester; Hybrid; GBP 50,000 - 100,000; Full time

Benefits offered by this job

Paraplanning support

Admin support

XPlan system

Job summary

AFH Wealth Management is seeking an Independent Financial Adviser servicing the Manchester area. You may join as self-employed or employed, with home-based/remote work optional and occasional office access for meetings.

You will guide clients through financial goals, delivering tailored planning across pensions, investments and savings, while maintaining CF30 status and adhering to FCA regulations. The role emphasizes client-centric service, networking and continuous professional development.

Qualifications

• Diploma in Regulated Financial Planning (or FCA approved equivalent) and CF30 status
• Client-centric approach with strong presentation and professionalism
• Excellent interpersonal skills and ability to communicate via virtual/digital channels
• Experience in networking and attracting new clients through business planning and referrals

Responsibilities

• Follow the Six-Stage Advice Process to build long-term relationships
• Review clients' changing needs and keep Introducers and clients updated
• Acquire and develop new business via personal planning, referrals and lead programmes
• Optimise marketing opportunities including social media and networking
• Maintain client and introducer relationships through meetings and feedback
• Arrange meetings in offices, homes, premises or virtually via Teams
• Conduct in-depth reviews and prepare tailored financial planning reports
• Deliver accurate management information as requested

Skills

Client-centric approach

Interpersonal skills

Networking & business development

IT skills & virtual communication

Ability to work with virtual/digital 1

Education

Diploma in Regulated Financial Planning (CF30)

Tools

XPlan

Job description

Independent Financial Adviser - Servicing Manchester Area

At AFH, as we grow, we’re looking for an experienced 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 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

What we are looking for in our ideal Independent Financial Adviser:

• 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 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 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.