Independent Financial Adviser

Independent Financial Adviser

Sheffield Freelance 43200 - 72000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Help clients achieve their financial goals with personalized advice.
  • Company: Join AFH, a progressive wealth management firm focused on client success.
  • Benefits: Enjoy flexibility as a self-employed or employed adviser with great support.
  • Why this job: Make a real impact in clients' lives while growing your career in finance.
  • Qualifications: Experience in financial advising is essential; bring your expertise to the table.
  • Other info: Opportunity to work in Sheffield and surrounding areas with a supportive team.

The predicted salary is between 43200 - 72000 £ per year.

Independent Financial Adviser – Sheffield and surrounding areas

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 financ…

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Independent Financial Adviser employer: AFH Wealth Management

At AFH, we pride ourselves on being a progressive employer that values client-focused financial planning and wealth management. Our Sheffield location offers a collaborative work culture, where experienced financial advisers can thrive with flexible working arrangements and access to ongoing professional development. Join us to enjoy a rewarding career that not only supports your growth but also empowers you to make a meaningful impact in the lives of your clients.
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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 professionals in Sheffield and the surrounding areas. Attend local finance-related events or join online forums to connect with potential clients and industry peers.

Tip Number 2

Showcase your expertise by offering free workshops or webinars on financial planning topics. This not only builds your reputation but also helps you attract clients who are looking for guidance.

Tip Number 3

Utilize social media platforms to share valuable financial tips and insights. Engaging content can help you establish yourself as a thought leader in the financial advisory space.

Tip Number 4

Consider obtaining additional certifications or training that can enhance your skills and make you more appealing to potential clients. Continuous learning shows your commitment to providing the best service.

We think you need these skills to ace Independent Financial Adviser

Financial Planning
Client Relationship Management
Investment Strategies
Risk Assessment
Regulatory Compliance
Communication Skills
Analytical Skills
Sales Skills
Market Knowledge
Negotiation Skills
Problem-Solving Skills
Time Management
Attention to Detail
Adaptability

Some tips for your application 🫡

Understand the Role: Take the time to thoroughly read the job description for the Independent Financial Adviser position. Understand the key responsibilities and the skills required, so you can tailor your application accordingly.

Highlight Relevant Experience: In your CV and cover letter, emphasize your previous experience in financial advising. Provide specific examples of how you've helped clients achieve their financial goals, showcasing your expertise and client-focused approach.

Craft a Compelling Cover Letter: Write a personalized cover letter that reflects your passion for financial advising and your understanding of AFH's values. Mention why you want to join their team and how you can contribute to their growth.

Proofread Your Application: Before submitting your application, carefully proofread all documents for spelling and grammatical errors. A polished application demonstrates professionalism and attention to detail, which are crucial in the financial sector.

How to prepare for a job interview at AFH Wealth Management

Understand the Company Culture

Before your interview, take some time to research AFH's company culture and values. This will help you align your answers with what they prioritize, showing that you're a good fit for their team.

Prepare Client Scenarios

Be ready to discuss specific client scenarios you've handled in the past. Highlight how you understood their financial goals and the strategies you implemented to achieve them. This demonstrates your practical experience and problem-solving skills.

Showcase Your Communication Skills

As a financial adviser, clear communication is key. Practice explaining complex financial concepts in simple terms. During the interview, make sure to articulate your thoughts clearly and listen actively to the interviewers.

Ask Insightful Questions

Prepare thoughtful questions about the role and the company. Inquire about their approach to client relationships or how they support their advisers in achieving their goals. This shows your genuine interest in the position and helps you assess if it's the right fit for you.

Independent Financial Adviser
AFH Wealth Management
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