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For Companies At a Glance
- Tasks: Help clients achieve their financial goals with tailored advice and strategies.
- Company: Join AFH, a forward-thinking wealth management firm focused on client success.
- Benefits: Enjoy flexible working options and the potential for high earnings.
- Why this job: Make a real impact on clients' lives while growing your career in finance.
- Qualifications: No prior experience needed; just a passion for finance and helping others.
- Other info: Opportunities for both self-employed and employed roles available.
The predicted salary is between 43200 - 72000 £ per year.
Independent Financial Adviser – Nationwide Opportunties
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.
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 We look forward to hearing from you
Contact Detail:
AFH Wealth Management Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Independent Financial Adviser
✨Tip Number 1
Network with other financial advisers in your area. Attend local finance-related events or join professional groups to meet potential colleagues and clients. Building relationships can lead to referrals and insights about the industry.
✨Tip Number 2
Stay updated on the latest financial regulations and market trends. This knowledge will not only boost your confidence during interviews but also demonstrate your commitment to providing the best advice to clients.
✨Tip Number 3
Consider obtaining additional certifications or qualifications relevant to financial advising. This can set you apart from other candidates and show that you are dedicated to your professional development.
✨Tip Number 4
Prepare for interviews by practising common questions specific to financial advising roles. Be ready to discuss how you would approach client relationships and tailor financial plans to meet their needs.
We think you need these skills to ace Independent Financial Adviser
Some tips for your application 🫡
Understand the Role: Read the job description carefully to grasp the responsibilities and expectations of an Independent Financial Adviser. Tailor your application to highlight how your skills and experiences align with these requirements.
Craft a Compelling CV: Your CV should clearly outline your relevant experience in financial advising, including any qualifications or certifications. Use bullet points for clarity and ensure it is well-structured and easy to read.
Write a Strong Cover Letter: In your cover letter, express your passion for financial advising and your commitment to client-focused service. Provide specific examples of how you have helped clients achieve their financial goals in the past.
Proofread Your Application: Before submitting, thoroughly proofread your application materials for any spelling or grammatical errors. A polished application reflects your attention to detail and professionalism.
How to prepare for a job interview at AFH Wealth Management
✨Know Your Financial Products
Make sure you have a solid understanding of the financial products and services that AFH offers. Be prepared to discuss how these can meet clients' needs and how you would approach advising them on their financial goals.
✨Demonstrate Client-Centric Thinking
Showcase your ability to put clients first. Prepare examples of how you've successfully identified and met client needs in the past, and be ready to explain your approach to building long-term relationships.
✨Prepare for Scenario Questions
Expect scenario-based questions that assess your problem-solving skills. Think about potential client situations you might encounter and how you would handle them, demonstrating your analytical and advisory skills.
✨Research AFH's Values and Culture
Familiarise yourself with AFH's mission and values. During the interview, align your answers with their client-focused approach and progressive ethos, showing that you are a good fit for their team.
