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- Tasks: Help clients with financial planning and build lasting relationships.
- Company: Join AFH, a top independent financial advisory firm with over 30 years of experience.
- Benefits: Enjoy a car allowance, pension scheme, 25 days leave, and support for client base building.
- Why this job: Be part of a reputable brand with a culture of ongoing learning and professional growth.
- Qualifications: Must have a Diploma in Regulated Financial Planning and excellent interpersonal skills.
- Other info: Flexible working options available, including virtual meetings via Microsoft Teams.
The predicted salary is between 36000 - 60000 £ per year.
As our Independent Financial Adviser, your responsibilities will include:
- Developing an understanding of the AFH Financial Group's strategy and core values, representing the AFH brand professionally and courteously.
- Maintaining Fit and Proper, and TCF requirements in accordance with AFH Financial Group's processes, and keeping personal CPD records up to date.
- Meeting regulatory requirements, including disclosure, costs of services, and advised products.
- Following the Six-Stage Advice Process to build long-term relationships and deliver excellent client outcomes.
- Reviewing and responding to clients' changing needs and circumstances, and keeping them informed about new financial products and legislative changes.
- Acquiring and developing new business from clients and introducers through planning, referrals, and lead generation programs.
- Utilizing marketing opportunities, including social media and networking, to develop new business.
- Maintaining good client and introducer relationships through meetings, seminars, and feedback.
- Contacting clients to arrange meetings in various settings, including virtually via Microsoft Teams.
What we are looking for in our ideal Independent Financial Adviser:
- Diploma in Regulated Financial Planning or FCA-approved equivalent, with CF30 status maintained.
- Client-centric approach with professionalism and dedication to doing right by clients.
- Excellent interpersonal skills, approachability, and IT proficiency for virtual communication.
- Experience in networking, business development, and building relationships with various client groups.
Benefits as an Independent Financial Adviser at AFH:
- Additional clients from acquisitions and internal purchases, if desired.
- Car allowance of £400/month and reimbursed mileage.
- Contributory pension scheme, death-in-service benefit, and other benefits.
- 25 days annual leave plus statutory holidays.
- Support for client base building and future planning.
- Financial stability for transitioning to self-employment if needed.
- Reputable brand and ongoing learning culture.
- Efficient AFH Platform solutions.
- Guaranteed exit plan and employee referral scheme.
With over 30 years of experience and more than 200 advisers nationwide, AFH is a leading independent financial advisory firm.
If you're interested or know someone who might be, please get in touch and click 'APPLY' today or email us at recruitment@afhgroup. We look forward to hearing from you!
Independent Financial Adviser employer: AFH Financial Group
Contact Detail:
AFH Financial Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Independent Financial Adviser
✨Tip Number 1
Familiarise yourself with AFH Financial Group's core values and strategy. Understanding their approach will help you align your responses during interviews and demonstrate that you're a good fit for their culture.
✨Tip Number 2
Network with current or former Independent Financial Advisers at AFH. They can provide insights into the role and company culture, which can be invaluable when preparing for interviews.
✨Tip Number 3
Stay updated on the latest financial products and legislative changes. Being knowledgeable about current trends will show your commitment to professional development and client service.
✨Tip Number 4
Utilise social media platforms to showcase your expertise in financial planning. Engaging with potential clients online can help you build a personal brand and attract interest before even stepping into the role.
We think you need these skills to ace Independent Financial Adviser
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities and requirements of the Independent Financial Adviser position. Tailor your application to highlight how your skills and experiences align with AFH Financial Group's core values and expectations.
Highlight Relevant Qualifications: Clearly state your qualifications, such as your Diploma in Regulated Financial Planning or FCA-approved equivalent. Emphasise your CF30 status and any relevant certifications that demonstrate your expertise in financial planning.
Showcase Client-Centric Experience: In your application, provide examples of how you've successfully built long-term relationships with clients. Highlight your client-centric approach and any specific instances where you've met clients' changing needs or provided excellent outcomes.
Utilise Professional Language: Use professional and clear language throughout your application. Ensure that your CV and cover letter are free from jargon but still convey your proficiency in financial advising and your ability to communicate effectively with clients, especially in virtual settings.
How to prepare for a job interview at AFH Financial Group
✨Understand the Company Values
Before your interview, take some time to research AFH Financial Group's strategy and core values. Demonstrating that you align with their mission will show your commitment and help you stand out.
✨Showcase Your Client-Centric Approach
Be prepared to discuss how you prioritise client needs in your previous roles. Share specific examples of how you've built long-term relationships and delivered excellent outcomes for clients.
✨Highlight Your Networking Skills
Since networking is crucial for this role, come equipped with examples of how you've successfully developed new business through referrals and lead generation. This will illustrate your proactive approach.
✨Prepare for Regulatory Questions
Familiarise yourself with the regulatory requirements relevant to the role, such as TCF and disclosure obligations. Being knowledgeable about these aspects will demonstrate your professionalism and readiness for the position.
