Remote Financial Adviser – Grow Clients & Wealth

AFH Financial Group; Bromsgrove; Remote; GBP 60,000 - 80,000; Full time

Job summary

A leading independent financial advisory firm in the UK is seeking an Independent Financial Adviser to join their team. This role involves helping clients achieve their financial goals through personalized strategies and maintaining relationships with new and existing clients. The position offers flexible working arrangements, access to comprehensive support, and a strong emphasis on client service and ongoing professional development.

Benefits

End-to-end in-house client journey

Full back-office support

Ongoing learning and development

Established Practice Buy-Out option

Qualifications

• Demonstrate a client-centric approach with professionalism.
• Experience in networking and developing a client bank.
• Able to maintain CF30 status as per FCA regulations.

Responsibilities

• Build long-term relationships and deliver excellent client outcomes.
• Review clients' financial needs and respond to changes.
• Acquire and develop new business from clients and professional introducers.
• Optimize marketing opportunities, including social media.
• Conduct in-depth financial reviews and prepare reports.

Skills

Client-centric approach

Excellent interpersonal skills

IT skills for virtual communication

Networking and business development

Education

Diploma in Regulated Financial Planning

Job description

A leading independent financial advisory firm in the UK is seeking an Independent Financial Adviser to join their team. This role involves helping clients achieve their financial goals through personalized strategies and maintaining relationships with new and existing clients. The position offers flexible working arrangements, access to comprehensive support, and a strong emphasis on client service and ongoing professional development.