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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, competitive salary, car allowance, and generous annual leave.
- Other info: Opportunity to transition to self-employed status and build your own client base.
- Why this job: Be part of a client-centric culture that values professional growth and community impact.
- Qualifications: Must have a Diploma in Regulated Financial Planning and excellent interpersonal skills.
The predicted salary is between 28800 - 48000 £ per year.
1 day ago Be among the first 25 applicants
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Direct message the job poster from AFH Wealth Management
nick.lampkin@hotmail.com – Talent Acquisition Specialist with experience in Healthcare, Engineering, Manufacturing & Corporate Services.
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 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
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
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!
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Independent Financial Advisor employer: AFH Wealth Management
Contact Detail:
AFH Wealth Management Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Independent Financial Advisor
✨Tip Number 1
Familiarise yourself with AFH Wealth Management's core values and strategies. Understanding their approach will help you align your responses during interviews and demonstrate that you're a good fit for their culture.
✨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
Stay updated on the latest financial regulations and trends. Being knowledgeable about current legislation and market changes will show your commitment to providing excellent client service and maintaining compliance.
✨Tip Number 4
Utilise social media platforms to showcase your expertise in financial advising. Engaging with relevant content and connecting with potential clients or introducers can enhance your visibility and attract interest from AFH.
We think you need these skills to ace Independent Financial Advisor
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial advising, client relationship management, and business development. Use keywords from the job description to demonstrate your fit for the role.
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 needs. Mention specific examples of how you've successfully built client relationships or developed financial strategies.
Highlight Regulatory Knowledge: Since compliance is crucial in this role, emphasise your knowledge of FCA regulations and your commitment to maintaining regulatory competence. Include any relevant qualifications, such as the Diploma in Regulated Financial Planning.
Showcase Client-Centric Approach: Demonstrate your client-centric approach by providing examples of how you've previously tailored financial advice to meet clients' needs. This will show that you understand the importance of delivering an outstanding client experience.
How to prepare for a job interview at AFH Wealth Management
✨Understand the Company Values
Before your interview, take some time to research AFH Wealth Management's core values and strategy. Demonstrating that you align with their mission will show your commitment to representing their brand professionally.
✨Showcase Your Client-Centric Approach
Prepare examples from your past experiences where you successfully prioritised client needs. Highlighting your dedication to providing excellent service will resonate well with the interviewers.
✨Be Ready to Discuss Regulatory Knowledge
Since compliance is crucial in this role, brush up on the regulatory aspects of financial advising. Be prepared to discuss how you maintain your knowledge and competence in line with FCA regulations.
✨Demonstrate Networking Skills
Think of specific strategies you've used to attract new clients or build relationships with introducers. Sharing these experiences will illustrate your ability to grow a client base effectively.