Remote Independent Financial Adviser - Client-Focused Wealth

AFH Financial Group; Chester; Remote; GBP 45.000 - 75.000; Vollzeit

Benefits dieser Stelle

In-house support

Paraplanning support

XPlan platform

Marketing support

Zusammenfassung

AFH is seeking an experienced Independent Financial Adviser to service the North West area. The role offers home-based/remote working with optional office access and requires attendance at face-to-face client meetings.

You will conduct comprehensive reviews of clients' finances, develop tailored financial strategies and drive new business through networking and referrals while maintaining strong relationships with clients and introducers.

Qualifikationen

• Diploma in Regulated Financial Planning and CF30 status.
• Proven ability to develop client relationships and grow a book.
• Comfort with virtual and in-person meetings.

Aufgaben

• Follow the Six-Stage Advice Process and build long-term relationships.
• Review clients’ needs and update introducers and clients on changes.
• Acquire and develop new business via referrals and lead generation.
• Utilise marketing, social media and networking to grow business.
• Maintain client and introducer relationships through meetings and feedback.
• Arrange meetings in offices, homes, premises or virtually.
• Conduct in-depth reviews and prepare tailored financial plans.
• Deliver accurate management information as requested.

Kenntnisse

Client focus

Networking

IT skills

Communication

Ausbildung

Diploma in Regulated Financial Planning

Tools

XPlan

Jobbeschreibung

AFH is seeking an experienced Independent Financial Adviser to service the North West area. The role offers home-based/remote working with optional office access and requires attendance at face-to-face client meetings.

You will conduct comprehensive reviews of clients' finances, develop tailored financial strategies and drive new business through networking and referrals while maintaining strong relationships with clients and introducers.