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Exeter
Our client is a leading firm in the centre of Exeter, they are renowned for their commitment to excellence and integrity across both Financial Planning & Accountancy services. With a strong track record of success and dedication our client provides personalised solutions to a diverse range of clients across the South West of England. The Role: As
Job Source: mbf.Premier Jobs UK Limited
Exeter
Are you a highly experienced Financial Advisor in Exeter, seeking an employed job, working from home with quality leads provided? This is a unique opportunity to join a highly respected IFA firm who are continually improving their client proposition and feature in the industry press for their success. You will benefit from their multiple lead gener
Job Source: Premier Jobs UK LimitedVision-FS Recruitment
Exeter
Financial Advisor | Independent Financial Advisor £50,000 - £150,000 | Un-Capped Earnings Clients + Leads Provided Exeter| Surrounding Area’s Level 4 Diploma | CF30 Financial Advisor YOUR NEW COMPANY This is an award-winning UK Financial Advisor | Wealth Manager which has rapidly grown into a national business, offering Financial Advice, Wealth Man
Job Source: Vision-FS RecruitmentVision-FS Recruitment
Exeter
Financial Advisor | Independent Financial Advisor £50,000 - £150,000 | Un-Capped Earnings Clients + Leads Provided Devon| Surrounding Area’s Level 4 Diploma | CF30 Financial Advisor YOUR NEW COMPANY This is an award-winning UK Financial Advisor | Wealth Manager which has rapidly grown into a national business, offering Financial Advice, Wealth Mana
Job Source: Vision-FS RecruitmentResource Matters Ltd
Tiverton
Basic Up to £75k + Package + Paraplanning + Full client portfolio with on-going advice fees Resource Matters have been retained by this well known local IFA firm to recruit an experienced Independent Financial Advisor. Due to the existing advisor retiring you will provide holistic financial planning advice to a large portfolio of clients with sub
Job Source: Resource Matters LtdResource Matters Ltd
Exeter
Basic Up to £75k + Package + Paraplanning + Full client portfolio with on-going advice fees Resource Matters have been retained by this well known local IFA firm to recruit an experienced Independent Financial Advisor. Due to the existing advisor retiring you will provide holistic financial planning advice to a large portfolio of clients with sub
Job Source: Resource Matters LtdProspero Teaching
Exeter
Secondary Outreach Tutor Opportunity - 1:1, Exeter Prospero Teaching is looking for Outreach Tutors to deliver bespoke tuition packages on a 1:1 basis to young people that are currently without a school placement. The Opportunity As Secondary Outreach Tutor, you must be able to create, plan and deliver 1:1 tailored lesson to bridge gaps in pupil's
Job Source: Prospero TeachingHays
Exeter
Your new company Are you a qualified Electrician looking to join the electrical team of a specialist company focused on providing domestic maintenance and repairs to military family homes, working within their South West region. Your new role You will be responsible for covering reactive maintenance repairs within an hour of Exeter, covering from
Job Source: HaysExeter
Independent Financial Adviser
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 an 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.
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 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 . We look forward to hearing from you!
Independent Financial Adviser Exeter jobs in Exeter
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