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Lime People Search & Select Ltd
Harrogate
Employed Financial Adviser My client is an expert Financial Planning firm, specialising in Pensions, Investments, Mortgages, Life, Health and Critical Illness Insurances, dealing with both Individuals and Busineses throughout the UK. Due to company acquisition and expansion we are seeking a number of additional experienced Financial Advisers to ass
Job Source: Lime People Search & Select LtdBWD Search & Selection
York
Are you an existing financial advisor considering a change? Are you possibly looking for something different, perhaps autonomy, better earnings, flexible working or the opportunity to build something yourself? Here at BWD we are partnered with a business who can offer you just that. Our client is a leading player in their field with over 400 financ
Job Source: BWD Search & SelectionLime People Search & Select Ltd
Harrogate
Employed Financial Adviser My client is an expert Financial Planning firm, specialising in Pensions, Investments, Mortgages, Life, Health and Critical Illness Insurances, dealing with both Individuals and Busineses throughout the UK. Due to company acquisition and expansion we are seeking a number of additional experienced Financial Advisers to ass
Job Source: Lime People Search & Select LtdBWD Search & Selection
Harrogate
Are you an existing financial advisor considering a change? Are you possibly looking for something different, perhaps autonomy, better earnings, flexible working or the opportunity to build something yourself? Here at BWD we are partnered with a business who can offer you just that. Our client is a leading player in their field with over 400 financ
Job Source: BWD Search & SelectionVision-FS Recruitment
York
Financial Advisor | Independent Financial Advisor £100,000 - £150,000 | Un-Capped Earnings Clients + Leads Provided Nationwide Roles YOUR NEW COMPANY An industry-leading National Financial Planning and Wealth Management business seeks to expand its network of Diploma Qualified Financial Advisor’s across the UK. A leading FTSE 250 UK business, highl
Job Source: Vision-FS RecruitmentVision-FS Recruitment
York
Financial Advisor | Independent Financial Advisor £50,000 - £150,000 | Un-Capped Earnings Clients + Leads Provided York| 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 Manag
Job Source: Vision-FS RecruitmentVision-FS Recruitment
York
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
Harrogate
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 RecruitmentYork
Independent Financial Adviser | South Yorkshire
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 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 York
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