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Premier Jobs UK Limited
Edinburgh
Are a highly experienced Financial Advisor in Edinburgh, 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 genera
Job Source: Premier Jobs UK LimitedRMK Talent Solutions - 0131 220 9041
Edinburgh, Scotland, United Kingdom
Financial Planning Director Edinburgh As a Financial Planning Director, you'll be at the forefront of empowering clients to achieve their financial goals through strategic planning and insightful advice. This role demands a financial planning professional with a deep understanding of financial markets, a knack for holistic financial planning, an
Job Source: RMK Talent Solutions - 0131 220 9041Premier Jobs UK
York Place
Are a highly experienced Financial Advisor in Edinburgh, 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 gene
Job Source: Premier Jobs UKVision-FS Recruitment
Edinburgh
Financial Advisor | Independent Financial Advisor £50,000 - £150,000 | Un-Capped Earnings Clients + Leads Provided Edinburgh| 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
Job Source: Vision-FS RecruitmentVision-FS Recruitment
Edinburgh
Financial Advisor | Independent Financial Advisor £100,000 - £150,000 | Un-Capped Earnings Clients + Leads Provided Nationwide Roles YOUR NEW COMPANY An industry-leading Financial Planning business seeks to expand its network of Diploma Qualified Financial Advisor’s across the UK. A leading provider of financial education in the workplace supported
Job Source: Vision-FS RecruitmentVision-FS Recruitment
Livingston
Financial Advisor | Independent Financial Advisor £80,000 - £200,000 | Un-Capped Earnings Clients + Leads Provided Livingston | Surrounding Area 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
Job Source: Vision-FS RecruitmentPinstripe Personnel
Edinburgh
MORTGAGE ADVISER Edinburgh / Glasgow Remote or Office Based £Salary+ Bonuses - OTE £55,000 + A successful and award winning Legal firm with its own Mortgage Broker has an exciting opportunity for a Mortgage & Protection Adviser. The role can be remote working or full-time office based. You will be supplied with everything you need to be successful
Job Source: Pinstripe PersonnelNot found
Midlothian
Policy Adviser Closing Date : 20th May 2024 The Scotch Whisky Association (SWA) is the trade association for Scotch Whisky. We work for and on behalf of our members to protect and secure a sustainable future for the Scotch Whisky Industry. We can offer the right candidate the opportunity to join a thriving industry with colleagues who have a wealth
Job Source: Not foundEdinburgh
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 jobs in Edinburgh
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