Remote Independent Financial Adviser – Client Focus

AFH Wealth Management; Yeolmbridge; Hybrid; GBP 35,000 - 55,000; Full time

Benefits offered by this job

Back-office support with DIS & Parapl/

Marketing support

XPlan access

Administration support

Practice buy-out option

Job summary

AFH Wealth Management is seeking an experienced Independent Financial Adviser to join our progressive, client‑focused wealth management firm on a self‑employed or employed basis. You will develop financial strategies to help clients achieve independence and meet their goals.

You will work remotely with optional office access, attend face‑to‑face client meetings, and leverage six‑stage advice processes plus our in‑house support to grow your client bank.

Qualifications

• Diploma in Regulated Financial Planning or FCA approved equivalent and CF30 status.
• Client-centric approach and professional presentation.
• Strong interpersonal skills and IT-savvy for virtual communication.
• Experience in networking and building client relationships across sectors.

Responsibilities

• Follow the Six-Stage Advice Process to build long-term client relationships and deliver outcomes.
• Review clients' changing needs and financial circumstances and update Introducers and clients on products/legislation.
• Acquire and develop new business from clients and introducers via planning, referrals and leads.
• Utilise marketing opportunities including social media and networking to grow the client base.
• Maintain good client and introducer relationships through meetings, seminars and feedback to the team.
• Contact clients to set up meetings in various settings (office, home, business premises or virtually).
• Conduct in-depth reviews of clients' finances and prepare tailored financial planning reports.
• Deliver accurate management information as requested.

Skills

Client-centric approach

Networking

Interpersonal skills

Professionalism

Education

Diploma in Regulated Financial Planning (FCA)

CF30 status

Tools

XPlan

Job description

AFH Wealth Management is seeking an experienced Independent Financial Adviser to join our progressive, client‑focused wealth management firm on a self‑employed or employed basis. You will develop financial strategies to help clients achieve independence and meet their goals.

You will work remotely with optional office access, attend face‑to‑face client meetings, and leverage six‑stage advice processes plus our in‑house support to grow your client bank.