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- Tasks: Build long-term client relationships and deliver tailored financial advice.
- Company: Join AFH, a leading independent financial advisory firm with over 30 years of experience.
- Benefits: Enjoy full support for client development, ongoing learning, and advanced IT tools.
- Why this job: Make a real impact on clients' financial futures while working in a supportive culture.
- Qualifications: Diploma in Regulated Financial Planning and strong interpersonal skills required.
- Other info: Flexible working options available, including virtual meetings.
The predicted salary is between 36000 - 60000 £ per year.
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Responsibilities
- Follow the Six-Stage Advice Process to build long-term relationships and deliver excellent Client outcomes.
- Review and respond to Clients\’ changing needs and financial circumstances, keeping Introducers and Clients updated with new financial products or legislative changes affecting their pensions, savings, investments, and financial plans.
- Acquire and develop new business from new/existing Clients and professional introducers through personal business planning, referrals, and company lead generation programs.
- Utilize all marketing opportunities, including Social Media and networking with Introducers and other professionals, to develop new business.
- Develop and maintain good Client & introducer relationships through meetings, seminars, and continuous feedback to the team and Contact Centre.
- Contact corporate and individual Clients to set up meetings, either in-office, at Clients\’ homes or businesses, or virtually via Microsoft Teams.
- Conduct in-depth reviews of Clients\’ financial circumstances, current provisions, and future goals, analyzing information, conducting research, and preparing tailored financial planning reports.
- Deliver accurate Management Information as required.
What we are looking for in our ideal Independent Financial Adviser:
- Diploma in Regulated Financial Planning (or FCA approved equivalent) and maintain CF30 status per FCA regulations.
- A client-centric approach with a well-presented, articulate manner, and dedication to doing the right thing for clients.
- Excellent interpersonal skills, approachability, professionalism, and IT skills to adapt to virtual/digital communication methods.
- Experience in networking and attracting new Clients through business development, building relationships with Affinity Groups, Business Owners, Entrepreneurs, and other clients.
Benefits as an Independent Financial Adviser at AFH:
- Support to build your client base and future value.
- Full in-house client journey and back-office support, including DIS, Admin, and Paraplanning support.
- A client-centric proposition with a trusted brand and ongoing learning culture.
- AFH Platform for efficient, cost-effective solutions.
- Established Practice Buy-Out option on exit.
- Consultative marketing support.
- IT technology via XPlan POS system.
- Administration Support.
With over 30 years of experience and more than 200 accredited advisers nationwide, AFH is one of the UK\’s leading independent financial advisory firms.
If you or someone you know is interested in joining our growing community as an Independent Financial Adviser, please click \’APPLY\’ today or email us at recruitment@afhgroup. We look forward to hearing from you!
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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
Networking is key in the financial advisory field. Attend industry events, seminars, and workshops to meet potential clients and introducers. Make sure to follow up with new contacts to build lasting relationships.
✨Tip Number 2
Utilise social media platforms effectively. Share valuable content related to financial planning and engage with your audience. This will help you establish yourself as a knowledgeable professional and attract new clients.
✨Tip Number 3
Stay updated on financial products and legislative changes. Being well-informed allows you to provide the best advice to your clients and demonstrates your commitment to their financial wellbeing.
✨Tip Number 4
Leverage the support offered by AFH. Take advantage of the in-house client journey and back-office support to streamline your processes, allowing you to focus more on building client relationships and acquiring new business.
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 these expectations.
Craft a Compelling CV: Your CV should clearly showcase your qualifications, including your Diploma in Regulated Financial Planning and any relevant experience in financial advising. Use bullet points for clarity and ensure it is well-structured.
Write a Strong Cover Letter: In your cover letter, express your client-centric approach and dedication to providing excellent service. Mention specific examples of how you've built relationships with clients and introducers in the past.
Highlight Networking Skills: Since networking is crucial for this role, emphasise your experience in attracting new clients and building professional relationships. Provide examples of successful networking strategies you've employed in previous roles.
How to prepare for a job interview at AFH Financial Group
✨Understand the Six-Stage Advice Process
Familiarise yourself with the Six-Stage Advice Process that the company follows. Be prepared to discuss how you would apply this process in building long-term relationships with clients and delivering excellent outcomes.
✨Showcase Your Client-Centric Approach
Demonstrate your client-centric approach during the interview. Share examples of how you've prioritised client needs in previous roles, and be ready to explain how you would maintain this focus in your work as an Independent Financial Adviser.
✨Highlight Networking Experience
Since networking is crucial for acquiring new clients, be sure to highlight your experience in this area. Discuss specific strategies you've used to build relationships with introducers and other professionals, and how these have led to successful business development.
✨Prepare for Technical Questions
Expect technical questions related to financial planning, products, and regulations. Brush up on your knowledge of current financial products and legislative changes that could affect clients' financial plans, as this will demonstrate your expertise and readiness for the role.
