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- Tasks: Help clients achieve financial independence through tailored strategies and ongoing support.
- Company: Join AFH Wealth Management, a leading independent financial advisory firm with over 35 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 career growth and established practice buy-out options.
The predicted salary is between 36000 - 60000 £ per year.
2 days ago Be among the first 25 applicants
Direct message the job poster from AFH Wealth Management
nick.lampkin@hotmail.com – Talent Acquisition Specialist with experience in Healthcare, Engineering, Manufacturing & Corporate Services.
Independent Financial Adviser – Tunbridge Wells & Surrounding area
At AFH, as we grow, we’re looking for like-minded 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 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.
- 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 35 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
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 acquiring new business.
✨Tip Number 2
Leverage social media platforms to showcase your expertise and connect with potential clients. Share valuable insights on financial planning and engage with your audience to establish yourself as a trusted advisor in the field.
✨Tip Number 3
Consider reaching out directly to the job poster, Nick Lampkin, via email. Express your interest in the role and ask any questions you may have about the position or the company. This personal touch can make you stand out from other applicants.
✨Tip Number 4
Stay updated on the latest financial regulations and products. Being knowledgeable about current trends will not only help you in client meetings but also demonstrate your commitment to providing the best advice possible.
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 and skills that align with the role of an Independent Financial Advisor. Emphasise your client-centric approach, interpersonal skills, and any experience in financial planning or business development.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial advising and your understanding of AFH Wealth Management's values. Mention specific examples of how you've helped clients achieve their financial goals in the past.
Highlight Relevant Qualifications: Clearly state your qualifications, such as your Diploma in Regulated Financial Planning or any FCA approved equivalent. Make sure to mention your CF30 status and how you maintain compliance with FCA regulations.
Showcase Networking Experience: Include details about your networking abilities and any successful strategies you've used to attract new clients. This is crucial for the role, so provide concrete examples of how you've built relationships with clients and professional introducers.
How to prepare for a job interview at AFH Wealth Management
✨Understand the Six-Stage Advice Process
Familiarise yourself with the Six-Stage Advice Process that AFH follows. Be prepared to discuss how you would apply this process in real-life scenarios, demonstrating your understanding of building long-term client relationships.
✨Showcase Your Client-Centric Approach
AFH values a client-centric approach, so be ready to share examples from your past experiences where you prioritised client needs and delivered tailored financial solutions. This will highlight your dedication to doing the right thing for clients.
✨Demonstrate Networking Skills
Since acquiring new business is crucial, come prepared with strategies you've used in the past to attract clients. Discuss your experience in networking and how you plan to leverage social media and professional connections to grow your client base.
✨Prepare for Technical Questions
Expect questions related to financial products, legislation changes, and market trends. Brush up on your knowledge of current financial regulations and be ready to discuss how these might impact clients' financial plans.
