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 competitive salary, remote work options, car allowance, and generous annual leave.
- Why this job: Be part of a client-centric culture that values professional growth and community impact.
- Qualifications: Diploma in Regulated Financial Planning and strong interpersonal skills required.
- Other info: Opportunities for self-employment and building your own client base.
The predicted salary is between 36000 - 60000 £ per year.
- Salary: Competitive salary & benefits
Independent Financial Adviser – Canterbury & surrounding area
This is an opportunity to service and build upon an existing client portfolioon an employed or self-employed basis, delivering a consistent and outstanding client experience.
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.
Key Responsibilities as our Independent Financial Adviser will include:
- Developing an understanding of the AFH Financial Group’s strategy and core values representing the AFH brand in a professional and courteous manner.
- Complying with AFH’s advice process, maintaining regulatory competence and KPI standards to ensure all activities meets the business standards. Continually driving improvements in quality of advice and Client files.
- Continuously maintain Fit and Proper, and TCF requirements, in accordance with AFH Financial Group’s processes and procedures, and maintain up to date personal CPD records and knowledge.
- Meeting the regulatory aspects of the role, e.g. requirements for disclosure, costs of the services provided and also the advised products.
- 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.
- 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.
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:
- Competitive salary and annual discretionary bonus paid quarterly, with uncapped earnings potential and business expenses fully covered and reimbursed.
- Additional allocation of clients from our acquisitions and internal purchases should you wish to join us as an employed adviser.
- Car allowance of £400 per calendar month (£4,800 per annum) and mileage claims fully covered and reimbursed.
- Contributory pension scheme at 5% from AFH and 4% from employee salary sacrifice, with death-in-service benefit at 6 x your annual salary.
- 25 days annual leave plus statutory bank holidays.
- Support to build your client base and future value.
- Financial stability to transition to self-employed if required.
- 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.
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!
#J-18808-Ljbffr
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 strategies. Understanding their approach will not only help you align your application but also prepare you for discussions during interviews, showcasing your commitment to their brand.
✨Tip Number 2
Network with current Independent Financial Advisers or professionals in the industry. Engaging with them can provide insights into the role and the company culture, which can be invaluable when tailoring your approach and demonstrating your knowledge during the hiring process.
✨Tip Number 3
Stay updated on financial regulations and market trends. Being well-informed will not only boost your confidence but also allow you to discuss relevant topics during interviews, showing that you are proactive and knowledgeable about the industry.
✨Tip Number 4
Utilise social media platforms to connect with potential clients and introducers. Building an online presence can demonstrate your ability to attract new business, which is a key responsibility of the role, and can set you apart from other candidates.
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 the job description.
Highlight Relevant Qualifications: Clearly state your qualifications, such as your Diploma in Regulated Financial Planning or any FCA approved equivalent. Emphasise your CF30 status and any relevant certifications that demonstrate your regulatory competence.
Showcase Client-Centric Approach: In your application, provide examples of how you have successfully built and maintained client relationships. Highlight your interpersonal skills and dedication to providing excellent service, as these are crucial for this role.
Tailor Your CV and Cover Letter: Customise your CV and cover letter to reflect the specific skills and experiences that match the job description. Use keywords from the job listing to ensure your application stands out to recruiters.
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 outstanding client experiences will resonate well with the interviewers.
✨Be Ready to Discuss Regulatory Knowledge
Familiarise yourself with the regulatory aspects of financial advising, including compliance and disclosure requirements. Being able to discuss these confidently will demonstrate your competence and professionalism.
✨Prepare for Business Development Questions
Expect questions about how you plan to attract new clients and grow your portfolio. Have a clear strategy in mind, including networking techniques and marketing opportunities you intend to leverage.