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For Companies At a Glance
- Tasks: Help clients achieve financial independence with tailored strategies and ongoing support.
- Company: Join AFH, a progressive wealth management firm focused on client success.
- Benefits: Enjoy remote work flexibility and access to office locations when needed.
- Why this job: Be part of a dynamic team that values client relationships and personal growth.
- Qualifications: No specific qualifications required; just a passion for finance and helping others.
- Other info: Opportunity to build your own business while receiving support from a reputable firm.
The predicted salary is between 36000 - 60000 £ per year.
Independent Financial Adviser – Barnstaple At AFH, as we grow, we’re looking for like-minded financial advisers to join us. Be part of a progressive and client-focused, financial planning-led wealth management firm as a self-employed or employed adviser. In this role, you will understand your clients current and future financial goals and formulate easy to understand financial strategies, guiding your clients to financial independence. This role offers home based / remote working with access to office locations if preferred. There is an expectation to attend face to face client meetings. Key Responsibilities as our Independent Financial Adviser will include: Follow the Six-Stage Advice Process to build long term relationships and deliver excellent Client out-comes. 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. D…
Independent Financial Adviser employer: AFH Wealth Management
Contact Detail:
AFH Wealth Management Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Independent Financial Adviser
✨Tip Number 1
Network with other financial professionals in your area. Attend local finance-related events or seminars to meet potential introducers and clients. Building these relationships can lead to valuable referrals.
✨Tip Number 2
Utilize social media platforms to showcase your expertise. Share insights on financial strategies, market trends, and client success stories. This will help you attract new clients and establish yourself as a knowledgeable adviser.
✨Tip Number 3
Stay updated on the latest financial products and legislation changes. Being well-informed allows you to provide the best advice to your clients and demonstrates your commitment to their financial well-being.
✨Tip Number 4
Consider creating a personal business plan that outlines your goals and strategies for acquiring new clients. This structured approach will help you stay focused and measure your progress over time.
We think you need these skills to ace Independent Financial Adviser
Some tips for your application 🫡
Understand the Role: Make sure you fully understand the responsibilities and expectations of an Independent Financial Adviser at AFH. Tailor your application to highlight how your skills and experiences align with their needs.
Highlight Relevant Experience: In your CV and cover letter, emphasize your experience in financial advising, client relationship management, and any relevant qualifications. Use specific examples to demonstrate your ability to guide clients towards financial independence.
Showcase Your Client-Centric Approach: AFH values a client-focused approach. Make sure to illustrate how you prioritize client needs and adapt strategies based on their changing financial circumstances in your application.
Proofread Your Application: Before submitting, carefully proofread your application for any errors or typos. A polished application reflects your attention to detail, which is crucial in the financial advisory field.
How to prepare for a job interview at AFH Wealth Management
✨Understand the Six-Stage Advice Process
Make sure you are familiar with the Six-Stage Advice Process mentioned in the job description. Be prepared to discuss how you would apply this process in real-life scenarios to build long-term relationships with clients.
✨Showcase Your Client-Centric Approach
Demonstrate your ability to understand and respond to clients' changing financial needs. Prepare examples of how you've successfully adapted financial strategies for clients in the past.
✨Highlight Your Business Development Skills
Be ready to talk about your experience in acquiring new business. Share specific strategies you've used for lead generation, networking, and building relationships with introducers.
✨Familiarize Yourself with Current Financial Products
Stay updated on the latest financial products and legislation that could impact clients' financial plans. Discuss how you would keep clients informed about these changes during the interview.
