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- Tasks: Help clients achieve financial independence with tailored strategies and exceptional service.
- Company: AFH Wealth Management is a leading independent financial advisory firm with over 30 years of experience.
- Benefits: Enjoy remote work options, competitive salary, car allowance, and generous annual leave.
- Why this job: Join a trusted brand with a client-centric culture and opportunities for personal growth.
- Qualifications: Diploma in Regulated Financial Planning and strong interpersonal skills required.
- Other info: Flexible employment options available, including self-employed pathways.
The predicted salary is between 39000 - 65000 £ 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
Independent Financial Adviser – East Sussex
This is an opportunity to service and build upon an existing client portfolio on an employed or self-employed basis, delivering a consistent and outstanding client experience.
Independent Financial Adviser – East Sussex
This is an opportunity to service and build upon an existing client portfolio on an employed or self-employed basis, delivering a consistent and outstanding client experience.
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.
Key Responsibilities as our Independent Financial Adviser will include:
- Developing an understanding of the AFH Financial Group’s strategy and core values representing the AFH brand in a professional and courteous manner.
- Complying with AFH’s advice process, maintaining regulatory competence and KPI standards to ensure all activities meets the business standards. Continually driving improvements in quality of advice and Client files.
- Continuously maintain Fit and Proper, and TCF requirements, in accordance with AFH Financial Group’s processes and procedures, and maintain up to date personal CPD records and knowledge.
- Meeting the regulatory aspects of the role, e.g. requirements for disclosure, costs of the services provided and also the advised products.
- Follow the Six-Stage Advice Process to build long term relationships and deliver excellent Client out-comes.
- 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.
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:
- Competitive salary and annual discretionary bonus paid quarterly, with uncapped earnings potential and business expenses fully covered and reimbursed.
- Additional allocation of clients from our acquisitions and internal purchases should you wish to join us as an employed adviser.
- Car allowance of £400 per calendar month (£4,800 per annum) and mileage claims fully covered and reimbursed.
- Contributory pension scheme at 5% from AFH and 4% from employee salary sacrifice, with death-in-service benefit at 6 x your annual salary.
- 25 days annual leave plus statutory bank holidays.
- Support to build your client base and future value.
- Financial stability to transition to self-employed if required.
- 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.
- Guaranteed exit plan.
- Employee referral scheme.
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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Entry level
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Finance and Sales
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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
Familiarise yourself with AFH Wealth Management's core values and strategies. Understanding their approach will help you align your discussions and demonstrate how you can contribute to their mission during interviews.
✨Tip Number 2
Network with current or former employees of AFH Wealth Management. They can provide valuable insights into the company culture and expectations, which can help you tailor your approach when applying.
✨Tip Number 3
Showcase your client-centric approach in conversations. Prepare examples of how you've successfully built relationships and provided tailored financial advice, as this is crucial for the Independent Financial Adviser role.
✨Tip Number 4
Stay updated on the latest financial regulations and market trends. Being knowledgeable about current events will not only boost your confidence but also impress potential employers during discussions.
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 requirements of the Independent Financial Adviser position. Tailor your application to highlight how your skills and experiences align with the job description.
Highlight Relevant Qualifications: Clearly mention your Diploma in Regulated Financial Planning or any FCA approved equivalent. Emphasise your CF30 status and any other relevant certifications that demonstrate your regulatory competence.
Showcase Client-Centric Approach: In your application, provide examples of how you've successfully built and maintained client relationships. Highlight your interpersonal skills and dedication to providing excellent service, as these are crucial for this role.
Tailor Your CV and Cover Letter: Customise your CV and cover letter to reflect the specific skills and experiences that AFH Wealth Management is looking for. Use keywords from the job description to ensure your application stands out to recruiters.
How to prepare for a job interview at AFH Wealth Management
✨Understand AFH's Core Values
Before your interview, take the time to research and understand AFH Wealth Management's core values and strategy. This will help you align your answers with their expectations and demonstrate that you're a good cultural fit.
✨Showcase Your Client-Centric Approach
Prepare examples from your past experiences that highlight your client-centric approach. Discuss how you've successfully built relationships and provided tailored financial advice to meet clients' needs.
✨Demonstrate Regulatory Knowledge
Familiarise yourself with the regulatory aspects of the role, including compliance and disclosure requirements. Being able to discuss these confidently will show that you are serious about maintaining high professional standards.
✨Prepare for Business Development Questions
Expect questions about how you plan to attract new clients and grow your portfolio. Have a clear strategy in mind, including networking techniques and marketing opportunities, to showcase your proactive approach to business development.
