Independent Financial Adviser

Independent Financial Adviser

Royal Tunbridge Wells Full-Time 36000 - 60000 £ / year (est.) No home office possible
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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, car allowance, and generous annual leave.
  • Why this job: Be part of a trusted brand that values client relationships and offers continuous learning opportunities.
  • Qualifications: Must have a Diploma in Regulated Financial Planning and excellent interpersonal skills.
  • Other info: Opportunity to transition to self-employed status and build your own client base.

The predicted salary is between 36000 - 60000 £ per year.

  • Location: Royal Tunbridge Wells, Kent, United Kingdom

Independent Financial Adviser – Location of clients Kent

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!

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Independent Financial Adviser employer: AFH Financial Group.

AFH Financial Group is an exceptional employer for Independent Financial Advisers, offering a supportive work culture that prioritises client relationships and professional growth. With the flexibility of home-based or office working in the picturesque Royal Tunbridge Wells, employees benefit from competitive salaries, generous bonuses, and a robust pension scheme, all while being part of a trusted brand with over 30 years of experience in the financial advisory sector.
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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 brand will help you align your approach and demonstrate how you can contribute to their mission during interviews.

✨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 lead to referrals or recommendations that could strengthen your application.

✨Tip Number 3

Showcase your client-centric approach by preparing examples of how you've successfully built relationships and provided tailored financial advice in the past. This will highlight your suitability for the role.

✨Tip Number 4

Stay updated on the latest financial products and regulatory changes. Being knowledgeable about current trends will not only impress during interviews but also demonstrate your commitment to continuous professional development.

We think you need these skills to ace Independent Financial Adviser

Client Centric Approach
Interpersonal Skills
Regulatory Knowledge
Financial Planning
Business Development
Networking Skills
Communication Skills
Analytical Skills
Attention to Detail
IT Proficiency
Presentation Skills
Relationship Management
Adaptability
Continuous Professional Development (CPD)

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 requirements. Use keywords from the job description 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 that highlight your client-centric approach. Be ready to discuss how you've successfully built relationships and provided tailored financial advice to meet clients' needs.

✨Familiarise Yourself with Regulatory Requirements

Make sure you are up to date with the regulatory aspects of the role, including disclosure requirements and the Six-Stage Advice Process. This knowledge will demonstrate your competence and readiness to comply with industry standards.

✨Highlight Your Networking Skills

Since acquiring new clients is a key responsibility, be prepared to discuss your networking strategies. Share specific examples of how you've successfully attracted new clients through business development and effective planning.

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