Independent Financial Adviser

AFH Wealth Management; Newbury; Remote; GBP 40,000 - 60,000; Full time

Job summary

A leading UK independent financial advisory firm is seeking an Independent Financial Adviser in Newbury. The role offers flexibility with home-based working options and requires a diploma in financial planning. Advisers will develop client relationships and deliver tailored financial strategies. Join a progressive team committed to client-focused wealth management and enjoy comprehensive support and development opportunities.

Benefits

Full back-office support

Ongoing learning and development culture

Marketing support

Qualifications

• Maintaining CF30 status and diploma in financial planning required.
• Experience in business development and client relationships.

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

Education

Diploma in Regulated Financial Planning

Tools

Microsoft Teams

XPlan

Job description

Join to apply for the Independent Financial Adviser role at AFH Wealth Management

5 days ago Be among the first 25 applicants

Independent Financial Adviser - Newbury

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 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 legislative changes affecting 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. Utilize all marketing opportunities, including social media and networking, to develop new business.
5. Develop and maintain good client and introducer relationships through meetings, seminars, and feedback.
6. Contact clients to set up meetings, either in-office, at their homes or businesses, or virtually via Microsoft Teams.
7. Conduct in-depth reviews of clients' financial circumstances, current provisions, and future goals, analyzing information and preparing tailored financial planning reports.
8. Deliver accurate management information as requested.

Ideal Candidate Profile:

• Diploma in Regulated Financial Planning (or FCA approved equivalent) and maintaining CF30 status.
• Client-centric approach with a professional and articulate manner.
• Excellent interpersonal skills, approachability, and professionalism; comfortable with digital communication tools.
• Experience in networking, business development, and building relationships with various client groups.

Benefits:

• Support to grow your client base and future value.
• Full back-office support, including DIS, admin, and paraplanning.
• Strong brand reputation, ongoing learning, and development culture.
• Efficient solutions via the AFH Platform.
• Practice buy-out options on exit.
• Marketing support and advanced IT tools like XPlan.
• Comprehensive administration support.

With over 30 years of experience and more than 200 advisers nationwide, AFH is a leading UK independent financial advisory firm.

If interested, click ‘APPLY’ or email [e-mail]. We look forward to hearing from you!

Additional Details:

• Seniority level: Entry level
• Employment type: Full-time
• Job function: Finance and Sales
• Industries: Banking

Referrals increase your chances of interviewing at AFH Wealth Management by 2x.