Find a job 
Featured Companies 
Featured Universities 
For Companies 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, comprehensive support, and a strong brand reputation.
- Why this job: Be part of a client-focused culture that values continuous learning and development.
- Qualifications: Must have a Diploma in Regulated Financial Planning and excellent interpersonal skills.
- Other info: Opportunity for self-employment or employment with extensive back-office support.
The predicted salary is between 36000 - 60000 £ per year.
- Location: Bushey, Hertfordshire, United Kingdom
- Salary: Competitive salary & benefits
Independent Financial Adviser – Hertfordshire & North London
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!
#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
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 allow you to provide tailored advice to clients and demonstrate your commitment to their financial well-being.
✨Tip Number 4
Practice your client communication skills, especially for virtual meetings. Ensure you can convey complex financial concepts in an easy-to-understand manner, which is crucial for building trust and rapport with clients.
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. Tailor your application to highlight how your skills and experience align with these requirements.
Highlight Relevant Qualifications: Clearly state your qualifications, such as your Diploma in Regulated Financial Planning. Mention any relevant certifications or experiences that demonstrate your ability to provide financial advice and build client relationships.
Showcase Client-Centric Approach: In your application, emphasise your client-centric approach. Provide examples of how you've successfully built long-term relationships with clients and adapted 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 and focus on your experience in networking, business development, and using technology to enhance client communication.
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, demonstrating your understanding of client relationships and financial planning.
✨Showcase Your Client-Centric Approach
Highlight your dedication to a client-centric approach during the interview. Share examples of how you've successfully built long-term relationships with clients and adapted to their changing financial needs.
✨Demonstrate Networking Skills
Be ready to discuss your experience in networking and attracting new clients. Prepare specific examples of how you've developed business through referrals and professional connections, as this is crucial for the role.
✨Embrace Technology
Since the role involves remote working and virtual meetings, showcase your IT skills and familiarity with digital communication tools. Discuss how you can leverage technology to enhance client interactions and streamline processes.
