Independent Financial Adviser

AFH Wealth Management; Plymouth; Remote; GBP 40,000 - 70,000; Full time

Job summary

Join a leading independent financial advisory firm as an Independent Financial Adviser in Plymouth. This role offers the flexibility of home-based or remote working, with an emphasis on client relationships and financial planning. You will guide clients towards financial independence by understanding their goals and providing tailored strategies. The firm supports advisers with marketing, administration, and client journey management, ensuring a strong foundation for your success.

Benefits

End to end in house client journey support

Ongoing learning and development culture

Consultative marketing support

Qualifications

• Maintain CF30 status in accordance with FCA regulations.
• Demonstrate a client centric approach and professionalism.

Responsibilities

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

Skills

Interpersonal Skills

Client Centric Approach

Networking

Education

Diploma in Regulated Financial Planning

Tools

XPlan

Job description

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About My Application

• I confirm that my details are complete and correct
• I confirm I have the right to work in the country where this job is based
• Job Title: Independent Financial Adviser
• Job Reference: AS1298861PlyIFA
• Salary: Competitive salary and benefits

Independent Financial Adviser - Plymouth 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:

• Follow the Six-Stage Advice Process to build long term relationships and deliver excellent Client out-comes.
• 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 idealIndependent 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.

If you or anyone that you know are interested in becoming a part of our growing community as an Independent Financial Adviser, get in touch and click ‘APPLY’ today or email us [e-mail] . We look forward to hearing from you!