Independent Financial Adviser

AFH financial group; Manchester; Remote; GBP 40,000 - 60,000; Full time

Job summary

Join a leading independent financial advisory firm as an Independent Financial Adviser in Manchester. This role offers flexibility with home-based working options and the chance to build long-term client relationships while providing tailored financial strategies. Ideal candidates will have a Diploma in Regulated Financial Planning and strong interpersonal skills. AFH offers substantial support for client base development and a trusted brand reputation.

Benefits

End-to-end in-house client journey support

Ongoing learning and development culture

Consultative marketing support

Administration support

Qualifications

• Client-centric approach with excellent interpersonal skills.
• Experience in networking and attracting new clients.

Responsibilities

• Build long-term relationships and deliver excellent client outcomes.
• Conduct in-depth reviews of clients' financial circumstances.
• Acquire and develop new business from clients and introducers.

Skills

Interpersonal Skills

Networking

Business Development

Education

Diploma in Regulated Financial Planning

Tools

XPlan

Job description

Independent Financial Adviser - Manchester 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 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. Review and respond 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. Acquire and develop new business from new/existing clients and professional introducers via personal business planning, referrals, and company lead generation programs.
4. Optimize the use of all marketing opportunities, including social media and networking with introducers and other professionals to develop new business.
5. Develop and maintain good client and introducer relationships through meetings, seminars, and continuous feedback to the team and contact center.
6. Contact corporate and individual clients to set up meetings, either in-office, at clients' homes or businesses, or virtually via Microsoft Teams.
7. Conduct 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.
8. Deliver accurate management information as requested.

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

1. Diploma in Regulated Financial Planning (or FCA approved equivalent) and maintenance of CF30 status according to FCA regulations.
2. A client-centric approach with a well-presented, articulate manner and dedication to doing the right thing for clients.
3. Excellent interpersonal skills, approachability, professionalism, and IT skills to embrace virtual/digital communication methods.
4. Experience in networking and attracting new clients through business development and effective planning, building relationships with affinity groups, business owners, entrepreneurs, and retail clients.

Benefits as an Independent Financial Adviser at AFH:

1. Support to build your client base and future value.
2. End-to-end in-house client journey support with full DIS, admin, and paraplanning support.
3. Client-centric proposition and trusted brand reputation with ongoing learning and development culture.
4. AFH platform for efficient, cost-effective solutions.
5. Established practice buy-out option on exit.
6. Consultative marketing support.
7. IT technology through XPlan, our POS system.
8. 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 you know is interested in joining our growing community as an Independent Financial Adviser, please get in touch by clicking 'APPLY' today or emailing us at [e-mail]. We look forward to hearing from you!

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