At a Glance
- Tasks: Help clients achieve financial independence with tailored strategies and ongoing support.
- Company: Join a leading independent financial advisory firm with a client-focused approach.
- Benefits: Flexible remote work, comprehensive support, and opportunities for professional growth.
- Other info: Be part of a supportive community with over 30 years of industry experience.
- Why this job: Make a real difference in clients' lives while building your own successful career.
- Qualifications: Diploma in Regulated Financial Planning and strong interpersonal skills required.
The predicted salary is between 36000 - 60000 € per year.
Independent Financial Adviser
AFH financial group Burgess Hill, West Sussex, United Kingdom
Independent Financial Adviser - Burgess Hill
At AFH, as we grow, we\'re looking for an experienced 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 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
What we are looking for in our ideal Independent Financial Adviser:
- Diploma in Regulated Financial Planning (or FCA approved equivalent) and to maintain CF30 status in accordance with the FCA regulations
- Clear demonstration of a client centric approach with a well presented and articulate manner and dedication to doing the right thing for our clients
- Excellent interpersonal skills, approachability, and professionalism. Harnessing IT skills to embrace the new virtual/digital ways to communicate with clients
- Experience in networking and attracting new clients through business development and effective business planning to grow a client bank and building relationships with affinity groups, business owners, entrepreneurs, professional and retail clients
Benefits as an Independent Financial Adviser at AFH:
- Support to build your client base and future value
- End to end in house client journey and back-office support with full DIS, Admin and Paraplanning support
- Client centric proposition and trusted brand reputation with compelling values and ongoing learning and development culture
- AFH Platform to deliver efficient and cost-effective solutions
- Established Practice Buy Out option on exit
- Consultative marketing support
- IT technology through XPlan our 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 anyone that you know are interested in becoming a part of our growing community as an Independent Financial Adviser, get in touch and click \'APPLY\' today or email us via recruitment@afhgroup.com. We look forward to hearing from you!
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Independent Financial Adviser in Burgess Hill employer: AFH Financial Group.
AFH Financial Group is an exceptional employer for Independent Financial Advisers, offering a progressive and client-focused work environment in Burgess Hill, West Sussex. With a strong commitment to employee growth, comprehensive support systems, and a culture that prioritises client relationships, AFH empowers advisers to thrive both personally and professionally. The flexibility of home-based working combined with access to office facilities ensures a balanced work-life dynamic, making it an attractive choice for those seeking meaningful and rewarding employment.
StudySmarter Expert Advice🤫
We think this is how you could land Independent Financial Adviser in Burgess Hill
✨Tip Number 1
Network like a pro! Get out there and connect with other financial professionals, attend seminars, and join online forums. The more people you know, the more opportunities will come your way.
✨Tip Number 2
Show off your expertise! Create content on social media or your own blog that showcases your knowledge in financial planning. This not only builds your brand but also attracts potential clients who are looking for someone like you.
✨Tip Number 3
Don’t shy away from face-to-face meetings! Whether it’s in a café or via Microsoft Teams, personal interactions can make a huge difference in building trust with clients. Remember, people buy from those they trust!
✨Tip Number 4
Apply through our website! We’re always on the lookout for talented Independent Financial Advisers. By applying directly, you’ll get noticed faster and have a better chance of landing that dream role with us.
We think you need these skills to ace Independent Financial Adviser in Burgess Hill
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Independent Financial Adviser role. Highlight your relevant experience, qualifications, and skills that align with what we’re looking for. A personalised CV shows us you’re genuinely interested!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to tell us why you’re the perfect fit for our team. Share your passion for financial advising and how you can help clients achieve their goals. Keep it concise but impactful!
Showcase Your Client-Centric Approach:We love candidates who put clients first! In your application, give examples of how you’ve successfully built relationships and provided excellent service in the past. This will help us see your dedication to client satisfaction.
Apply Through Our Website:Don’t forget to apply through our website! It’s the easiest way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re tech-savvy, which is a big plus in our digital world!
How to prepare for a job interview at AFH Financial Group.
✨Know Your Financial Stuff
Make sure you brush up on the latest financial products and legislation that could impact your clients. Being well-versed in these areas will not only show your expertise but also demonstrate your commitment to providing the best advice.
✨Showcase Your Client-Centric Approach
Prepare examples of how you've successfully built relationships with clients in the past. Highlight your interpersonal skills and how you’ve tailored financial strategies to meet their unique needs. This will resonate well with the interviewers at AFH.
✨Be Ready to Discuss Business Development
Think about your strategies for acquiring new clients and growing your client bank. Be prepared to share specific examples of how you've networked or used marketing opportunities effectively in previous roles.
✨Practice Virtual Communication Skills
Since this role involves remote working and virtual meetings, practice your online communication skills. Familiarise yourself with tools like Microsoft Teams and ensure you can present yourself professionally in a virtual setting.
