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- Tasks: Help clients achieve financial independence with tailored strategies and ongoing support.
- Company: Join AFH, a leading UK financial advisory firm with over 30 years of experience.
- Benefits: Enjoy remote work options, comprehensive support, and a strong brand reputation.
- Why this job: Be part of a progressive team focused on client success and continuous learning.
- Qualifications: Diploma in Regulated Financial Planning and excellent interpersonal skills required.
- Other info: Opportunity for practice buyout and consultative marketing support.
The predicted salary is between 36000 - 60000 £ per year.
- Salary: Competitive salary & benefits
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 idealIndependent 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 viarecruitment@afhgroup.com . 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
Network actively within the financial services community. Attend industry events, seminars, and workshops to meet potential clients and introducers. Building relationships in person can significantly enhance your chances of acquiring new business.
✨Tip Number 2
Leverage social media platforms to showcase your expertise and connect with potential clients. Share valuable insights on financial planning and engage with your audience to establish yourself as a trusted adviser in the field.
✨Tip Number 3
Familiarise yourself with the latest financial products and legislative changes. Being well-informed will not only help you provide better advice but also demonstrate your commitment to your clients' financial well-being.
✨Tip Number 4
Prepare for client meetings by conducting thorough research on their financial circumstances and goals. Tailoring your approach to each client will help you build strong, long-term relationships and improve client satisfaction.
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 expectations of an Independent Financial Adviser at AFH. Tailor your application to highlight how your skills and experiences align with their requirements.
Highlight Relevant Qualifications: Clearly state your qualifications, especially your Diploma in Regulated Financial Planning or equivalent. Mention your CF30 status and any other relevant certifications that demonstrate your expertise in financial planning.
Showcase Client-Centric Approach: In your application, emphasise your client-centric approach. Provide examples of how you've successfully built relationships with clients and how you adapt to their changing financial needs.
Tailor Your CV and Cover Letter: Customise your CV and cover letter for this specific role. Use keywords from the job description, such as 'business development', 'networking', and 'financial strategies', to ensure your application stands out.
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 real-life scenarios to build long-term relationships and deliver excellent client outcomes.
✨Showcase Your Client-Centric Approach
Demonstrate your commitment to a client-centric approach during the interview. Share examples of how you've successfully understood and met clients' financial goals in the past, highlighting your interpersonal skills and professionalism.
✨Prepare for Business Development Questions
Expect questions about your experience in networking and attracting new clients. Prepare specific examples of how you've developed business through effective planning and relationship-building with introducers and other professionals.
✨Embrace Technology and Digital Communication
Since the role involves remote working and virtual meetings, be ready to discuss your IT skills and how you leverage technology to communicate effectively with clients. Mention any relevant tools or platforms you are familiar with, such as Microsoft Teams.
