Independent Financial Adviser

AFH Financial Group; Taunton; Hybrid; GBP 45,000 - 65,000; Full time

Benefits offered by this job

Support to build your client base and価

Back-office support with paraplanning

Job summary

AFH Financial Group is seeking an experienced Independent Financial Adviser to service Taunton and the Somerset area. You will work as an employed adviser within a client-focused, wealth management firm, developing financial plans and helping clients achieve financial independence.

The role offers home-based/remote working with optional office access. Face-to-face client meetings are expected, supported by in-house back-office and paraplanning, with ongoing training and a strong emphasis on a

Qualifications

• Diploma in Regulated Financial Planning (or FCA approved equivalent) and CF30 status maintained.
• Strong client-centric approach and professional presentation.
• Excellent interpersonal skills and ability to use IT for virtual/digital communication.

Responsibilities

• Follow Six-Stage Advice Process to build long-term client relationships.
• Review clients' changing needs and keep introducers/clients up to date on products/legislation.
• Acquire and develop new business via personal planning, referrals and lead programmes.
• Utilise marketing opportunities including social media and networking to grow business.
• Maintain client & introducer relationships through meetings, seminars and feedback.
• Meet clients in person, at their homes/business premises or virtually via Teams.
• Prepare financial planning reports covering all advised areas.

Skills

Networking

Client relationships

Digital communication

Education

Diploma in Regulated Financial Planning (or FCA approved equivalent)

Job description

• Salary: Competitive salary, bonus and benefits

Independent Financial Adviser - Servicing Taunton, Somerset 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 an 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.