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- Tasks: Help clients achieve financial independence with tailored strategies and ongoing support.
- Company: Join AFH Wealth Management, 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 progressive team focused on client success and continuous learning.
- Qualifications: Must have a Diploma in Regulated Financial Planning and excellent interpersonal skills.
- Other info: Opportunity for self-employment or employment with extensive marketing and administrative support.
The predicted salary is between 28800 - 48000 £ per year.
Join to apply for the Independent Financial Adviser role at AFH Wealth Management
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Join to apply for the Independent Financial Adviser role at AFH Wealth Management
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Independent Financial Adviser – Halifax
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.
Independent Financial Adviser – Halifax
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 recruitment@afhgroup.com. We look forward to hearing from you!
Seniority level
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Seniority level
Mid-Senior level
Employment type
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Employment type
Full-time
Job function
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Job function
Finance and Sales
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Industries
Banking
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Independent Financial Adviser employer: AFH Wealth Management
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 actively within the financial services community. Attend local events, seminars, and workshops to meet potential clients and introducers. Building relationships in person can significantly enhance your chances of landing this role.
✨Tip Number 2
Leverage social media platforms like LinkedIn to showcase your expertise and connect with other professionals in the industry. Share insights and engage with content related to financial planning to increase your visibility.
✨Tip Number 3
Consider reaching out to current or former Independent Financial Advisers at AFH Wealth Management. They can provide valuable insights into the company culture and expectations, which can help you tailor your approach.
✨Tip Number 4
Stay updated on the latest financial regulations and market trends. Being knowledgeable about current issues will not only boost your confidence but also demonstrate your commitment to providing excellent client service.
We think you need these skills to ace Independent Financial Adviser
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial advising. Emphasise your qualifications, such as the Diploma in Regulated Financial Planning, and any client-centric achievements that demonstrate your ability to build relationships.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of AFH Wealth Management's values and how your skills align with their client-focused approach. Mention specific examples of how you've successfully developed client relationships or acquired new business.
Highlight Your Interpersonal Skills: In your application, emphasise your excellent interpersonal skills and professionalism. Provide examples of how you've effectively communicated with clients and colleagues, especially in virtual settings, to show you can adapt to modern communication methods.
Showcase Business Development Experience: Detail your experience in networking and attracting new clients. Include any strategies you've used for business development and how you've successfully grown a client bank, as this is crucial for the Independent Financial Adviser role.
How to prepare for a job interview at AFH Wealth Management
✨Showcase Your Client-Centric Approach
During the interview, emphasise your commitment to understanding and meeting clients' financial goals. Share specific examples of how you've successfully built long-term relationships with clients and adapted your strategies to their changing needs.
✨Demonstrate Your Knowledge of Financial Products
Be prepared to discuss various financial products and recent changes in legislation that could impact clients. This shows that you are proactive and knowledgeable, which is crucial for an Independent Financial Adviser.
✨Highlight Your Networking Skills
Since acquiring new clients is a key responsibility, share your experiences in networking and business development. Discuss how you've successfully attracted new clients through referrals or partnerships with other professionals.
✨Prepare for Scenario-Based Questions
Expect questions that assess your problem-solving skills and ability to handle client scenarios. Prepare by thinking of past situations where you had to analyse a client's financial circumstances and provide tailored advice.
