At a Glance
- Tasks: Help clients achieve financial independence with tailored strategies and ongoing support.
- Company: Join AFH, a leading independent financial advisory firm with over 30 years of experience.
- Benefits: Enjoy remote work options, competitive salary, bonuses, and a supportive team environment.
- Other info: Access to marketing support and a client base to kickstart your journey.
- Why this job: Make a real impact on clients' lives while developing your career in a dynamic industry.
- Qualifications: Diploma in Regulated Financial Planning and strong interpersonal skills required.
The predicted salary is between 36000 - 60000 £ per year.
- Location: Launceston, Cornwall, United Kingdom
- Salary: Competitive salary, bonus and benefits
Independent Financial Adviser
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.
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Independent Financial Adviser employer: AFH Financial Group.
AFH Financial Group is an exceptional employer, offering a dynamic work environment in Bromsgrove where you can thrive as a Hybrid Client Services Coordinator. With a strong focus on employee growth, competitive benefits including a pension scheme and bonuses, and the flexibility of hybrid working, we foster a culture that values communication and collaboration, ensuring that our team members feel supported and empowered in their roles.
StudySmarter Expert Advice🤫
We think this is how you could land Independent Financial Adviser
✨Tip Number 1
Familiarise yourself with the AFH Financial Group's strategy and core values. Understanding their mission will help you align your approach during interviews and demonstrate that you're a good fit for their culture.
✨Tip Number 2
Network with current Independent Financial Advisers or professionals in the industry. Engaging with them can provide insights into the role and may even lead to referrals, increasing your chances of landing the job.
✨Tip Number 3
Stay updated on the latest financial products and legislation changes. Being knowledgeable about current trends will not only impress during interviews but also show your commitment to providing excellent client service.
✨Tip Number 4
Prepare to discuss your business development strategies. Highlighting your experience in attracting new clients and building relationships will demonstrate your ability to grow a client bank, which is crucial for this role.
We think you need these skills to ace Independent Financial Adviser
Some tips for your application 🫡
Tailor Your CV:Make sure your CV highlights relevant experience in financial advising, client relationship management, and business development. Use keywords from the job description to demonstrate your fit for the role.
Craft a Compelling Cover Letter:Write a cover letter that showcases your understanding of the AFH Financial Group's values and how your skills align with their needs. Mention specific examples of how you've successfully built client relationships or developed financial strategies.
Highlight Regulatory Knowledge:Since compliance is crucial in this role, emphasise your knowledge of regulatory requirements and your commitment to maintaining professional standards. Include any relevant certifications or training you've completed.
Showcase Client-Centric Approach:Demonstrate your client-centric approach by providing examples of how you've tailored financial advice to meet individual client needs. This could include case studies or testimonials from previous clients.
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 core values and strategy. Demonstrating that you align with their mission will show your commitment to representing their brand professionally.
✨Showcase Your Client-Centric Approach
Prepare examples from your past experiences where you successfully prioritised client needs. Highlighting your dedication to providing excellent service will resonate well with the interviewers.
✨Be Ready for Regulatory Questions
Familiarise yourself with the regulatory aspects of the role, including TCF requirements and the advice process. Being able to discuss these confidently will demonstrate your competence and preparedness.
✨Demonstrate Networking Skills
Think of specific strategies you've used in the past to attract new clients or build relationships. Sharing these insights will illustrate your ability to grow a client base, which is crucial for this role.
