Remote Independent Financial Adviser — Client-Focused

AFH Financial Group; Truro; Remote; GBP 60,000 - 85,000; Full time

Job summary

AFH Financial Group is seeking an experienced Independent Financial Adviser to join our client-focused wealth management team on a self-employed or employed basis. You will guide clients toward financial independence by understanding goals and crafting clear strategies, supporting a long-term planning approach.

The role offers home-based/remote working with access to office locations if preferred and requires attendance at face-to-face client meetings where appropriate.

Qualifications

• Diploma in Regulated Financial Planning (or FCA approved equivalent) and CF30 status.
• Clear client-centric approach with a professional presentation.
• Excellent interpersonal skills and ability to communicate via virtual channels.
• Experience networking and attracting new clients through referrals and introducers.

Responsibilities

• 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

Skills

Client-centric approach

Networking & business development

IT skills / digital communication

Professionalism

Education

Diploma in Regulated Financial Planning

Tools

XPlan POS system

Job description

AFH Financial Group is seeking an experienced Independent Financial Adviser to join our client-focused wealth management team on a self-employed or employed basis. You will guide clients toward financial independence by understanding goals and crafting clear strategies, supporting a long-term planning approach.

The role offers home-based/remote working with access to office locations if preferred and requires attendance at face-to-face client meetings where appropriate.