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AFH Wealth Management
Stevenage, Hertfordshire, United Kingdom
Independent Financial Adviser Hertfordshire 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 formu
Job Source: AFH Wealth ManagementAFH Wealth Management
Swindon
Independent Financial Adviser Swindon, M4 corridor and surrounding areas 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
Job Source: AFH Wealth ManagementRecruit UK
Swindon
Job Title: Financial Planner Ref: 9048 Location: UK Wide (Home Based) Salary: £60,000 with first year OTE of £120,000 Recruit UK is working with a successful Wealth Management company which is growing its UK Financial Planning team. They have opportunities across the UK for experienced Financial Adviser who thrive off new client engagement and can
Job Source: Recruit UKPremier Jobs UK
Lydiard Tregoze
Are you a highly experienced Financial Advisor near Swindon, 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
Job Source: Premier Jobs UKVision-FS Recruitment
Malmesbury
Financial Advisor | Independent Financial Advisor Location: Malmesbury or Surrounding Area Minimum Requirements: Level 4 Diploma | CF30 Financial Advisor Employed and Self Employed roles available £55,000 - £75,000 Basic Salary + car allowance OTE £80,000 - £200,000 | Un-Capped Earnings Potential YOUR NEW COMPANY This is an award-winning national
Job Source: Vision-FS RecruitmentVision-FS Recruitment
Chippenham
Financial Advisor | Independent Financial Advisor Location: Chippenham or Surrounding Area Minimum Requirements: Level 4 Diploma | CF30 Financial Advisor Employed and Self Employed roles available £55,000 - £75,000 Basic Salary + car allowance OTE £80,000 - £200,000 | Un-Capped Earnings Potential YOUR NEW COMPANY This is an award-winning national F
Job Source: Vision-FS RecruitmentVision-FS Recruitment
Cirencester
Financial Advisor | Independent Financial Advisor Location: Cirencester or Surrounding Area Minimum Requirements: Level 4 Diploma | CF30 Financial Advisor Employed and Self Employed roles available £55,000 - £75,000 Basic Salary + car allowance OTE £80,000 - £200,000 | Un-Capped Earnings Potential YOUR NEW COMPANY This is an award-winning national
Job Source: Vision-FS RecruitmentVision-FS Recruitment
Swindon
Financial Advisor | Independent Financial Advisor £50,000 - £150,000 | Un-Capped Earnings Clients + Leads Provided Swindon| 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 Ma
Job Source: Vision-FS RecruitmentSwindon
Independent Financial Adviser
Hertfordshire
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 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!
Email Alert for Independent Financial Adviser jobs in Swindon
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