Independent Financial Adviser

AFH financial group; Preston; Hybrid; GBP 40,000 - 80,000; Full time

Job summary

Join a progressive and client-focused financial planning firm as an Independent Financial Adviser. In this exciting role, you will help clients achieve financial independence by understanding their goals and formulating clear strategies. With the flexibility of home-based work and access to office locations, you will build long-lasting relationships while utilizing innovative marketing opportunities. This leading UK advisory firm offers comprehensive support and a trusted brand, making it an ideal environment for driven professionals looking to grow their client base and career. Don't miss the chance to make a meaningful impact in the financial world!

Benefits

End-to-end client journey support

Marketing support

Administrative support

Learning culture

Practice buy-out option

IT tools like XPlan

Qualifications

• Diploma in Regulated Financial Planning or FCA approved equivalent.
• Excellent interpersonal skills and a client-centric approach.

Responsibilities

• Build long-term relationships and deliver excellent client outcomes.
• Review clients' financial needs and provide tailored strategies.
• Acquire new business through networking and referrals.

Skills

Interpersonal Skills

Business Development

Client-Centric Approach

Networking

IT Skills

Education

Diploma in Regulated Financial Planning

Tools

XPlan

Job description

Independent Financial Adviser - Preston

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 pensions, savings, investments, and financial plans.
3. Acquire and develop new business from new/existing clients and professional introducers through personal business planning, referrals, and company lead generation.
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 situations, analyze information, conduct research, and prepare 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.
2. A client-centric approach with a well-presented and articulate manner, committed to doing right by clients.
3. Excellent interpersonal skills, approachability, professionalism, and IT skills to adapt to virtual/digital communication methods.
4. Experience in networking and business development to grow a client bank, including relationships with affinity groups, business owners, entrepreneurs, and professionals.

Benefits at AFH:

1. Support to build your client base and future value.
2. End-to-end client journey support with full DIS, admin, and paraplanning assistance.
3. Client-centric proposition with a trusted brand and ongoing learning culture.
4. AFH platform for efficient, cost-effective solutions.
5. Established practice buy-out option on exit.
6. Marketing support and IT tools like XPlan.
7. Administrative support.

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

If you or someone 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!

Location: Burgess Hill, West Sussex, United Kingdom

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