Remote Independent Financial Adviser - Client-Centric

AFH Financial Group; Rochester; Remote; GBP 60,000 - 90,000; Full time

Benefits offered by this job

Back-office support with DIS/Paraplann

XPlan access

Practice buy-out option

Marketing support

Administration support

Job summary

AFH Wealth Management is seeking an experienced Independent Financial Adviser to service the Kent area. You will guide clients through financial goals and craft clear strategies, with a home-based/remote setup and optional office access, including face-to-face meetings when needed.

You will build relationships, bring in new business, and deliver comprehensive financial planning reports across pensions, savings and investments. Strong network and CF30 compliance are essential.

Qualifications

• Diploma in Regulated Financial Planning or FCA approved equivalent.
• CF30 status maintained per FCA regulations.
• Strong client-centred approach with professional presentation.

Responsibilities

• Follow the Six-Stage Advice Process to build long-term relationships.
• Review clients' needs and advise on pensions, savings, investments and financial plans.
• Acquire and develop new business via referrals and lead generation.

Skills

Client-focused

Networking

Relationship-building

IT skills

Education

Diploma in Regulated Financial Planning

CF30 qualification

Tools

XPlan

Job description

AFH Wealth Management is seeking an experienced Independent Financial Adviser to service the Kent area. You will guide clients through financial goals and craft clear strategies, with a home-based/remote setup and optional office access, including face-to-face meetings when needed.

You will build relationships, bring in new business, and deliver comprehensive financial planning reports across pensions, savings and investments. Strong network and CF30 compliance are essential.