Independent Financial Adviser | Exeter
3 weeks ago
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
1 day ago
Exeter, United Kingdom Foresight Financial Planning Full time**About us** Foresight Financial Planning is a boutique financial planning business based in Exeter. Since 1997 we have been assisting clients in making good decisions in all areas of their financial planning, from investments and savings to mortgages, pensions and tax planning. Many of our clients or their families have been with us since the start, which...
-
Independent Financial Adviser
4 weeks ago
Exeter, United Kingdom Foresight Financial Planning Full time**About us** Foresight Financial Planning is a boutique financial planning business based in Exeter. Since 1997 we have been assisting clients in making good decisions in all areas of their financial planning, from investments and savings to mortgages, pensions and tax planning. Many of our clients or their families have been with us since the start, which...
-
Independent Financial Adviser
4 weeks ago
Exeter, United Kingdom Recruit UK Full time**Job Title: Independent Financial Adviser** **Industry: Financial Services** **Location: Exeter** **Salary: Employed, negotiable** **Reference Number: 7471** Recruit UK is working with a highly innovative, Independent Financial Planning company in Exeter that is looking for a Financial Adviser to join their team. With client service at the core of its...
-
Independent Financial Adviser
6 days ago
Exeter, United Kingdom Recruit UK Full time**Job Title: Independent Financial Adviser** **Industry: Financial Services** **Location: Exeter** **Salary: Employed, negotiable** **Reference Number: 7471** Recruit UK is working with a highly innovative, Independent Financial Planning company in Exeter that is looking for a Financial Adviser to join their team. With client service at the core of its...
-
Independent Financial Advisor
2 months ago
Exeter, United Kingdom Independent Resourcing Consultancy Full time**Independent Financial Advisor**: - Job Reference: 00000747-1 - Date Posted: 20 June 2023 - Recruiter: Independent Resourcing Consultancy - Location: Exeter, Devon - Remote Working: Some remote working possible - Salary: On Application - Bonus/Benefits: Negotiable DOE - Sector: Financial Advisers - Job Type: Self-employed, Employed - Contact: Eamon Behan -...
-
Independent Financial Adviser | Exeter
3 weeks ago
Exeter, Devon, United Kingdom AFH Wealth Management Full timeIndependent 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...
-
Independent Financial Adviser | Exeter
2 weeks ago
Exeter, Devon, United Kingdom AFH Wealth Management Full timeIndependent 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...
-
Independent Financial Adviser | Exeter
2 weeks ago
Exeter, Devon, United Kingdom AFH Wealth Management Full timeIndependent 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...
-
Independent Financial Adviser | Exeter
2 weeks ago
Exeter, United Kingdom AFH Wealth Management Full timeIndependent Financial AdviserAt 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...
-
Independent Financial Adviser Exeter
2 days ago
Exeter, United Kingdom AFH Wealth Management Full timeIndependent 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...
-
Independent Financial Adviser Exeter
2 weeks ago
Exeter, Devon, United Kingdom AFH Wealth Management Full timeIndependent 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...
-
Trainee Financial Adviser
7 days ago
Exeter, United Kingdom Foresight Financial Planning Full time**About us** Foresight Financial Planning is a boutique financial planning business based in Exeter. Since 1997 we have been assisting clients in making good decisions in all areas of their financial planning, from investments and savings to mortgages, pensions and tax planning. Many of our clients or their families have been with us since the start, which...
-
Independent Financial Adviser | Exeter
3 weeks ago
Exeter, United Kingdom AFH Wealth Management Full timeIndependent Financial AdviserAt 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...
-
Trainee Financial Adviser
2 weeks ago
Exeter, United Kingdom Recruit UK Full time**Job Title: Independent Financial Adviser** **Industry: Financial Services** **Location: Exeter** **Salary: Employed, negotiable** **Reference Number: 7471** Recruit UK is working with a highly innovative, Independent Financial Planning company in Exeter that is looking for a Financial Adviser to join their team. With client service at the core of its...
-
Recruitment Consultant
3 weeks ago
Exeter, Devon, United Kingdom Interaction - Exeter Full timeRecruitment Consultant Exeter – 25k to 30k Basic Salary plus uncapped commission with no threshold Interaction Recruitment is a people focused business; we keep this at the core of our service offering to candidates and clients. This comes directly from our talented, passionate and dedicated teams across our network. As an independent business we are...
-
Recruitment Consultant
3 weeks ago
Exeter, Devon, United Kingdom Interaction - Exeter Full timeRecruitment Consultant Exeter – 25k to 30k Basic Salary plus uncapped commission with no threshold Interaction Recruitment is a people focused business; we keep this at the core of our service offering to candidates and clients. This comes directly from our talented, passionate and dedicated teams across our network. As an independent business we are...
-
Recruitment Consultant
2 weeks ago
Exeter, Devon, United Kingdom Interaction - Exeter Full timeRecruitment Consultant Exeter – 25k to 30k Basic Salary plus uncapped commission with no threshold Please make an application promptly if you are a good match for this role due to high levels of interest. Interaction Recruitment is a people focused business; we keep this at the core of our service offering to candidates and clients. This comes directly...
-
Recruitment Consultant
2 weeks ago
Exeter, Devon, United Kingdom Interaction - Exeter Full timeRecruitment Consultant Exeter – 25k to 30k Basic Salary plus uncapped commission with no threshold Please make an application promptly if you are a good match for this role due to high levels of interest. Interaction Recruitment is a people focused business; we keep this at the core of our service offering to candidates and clients. This comes directly...
-
Recruitment Consultant
2 weeks ago
Exeter, Devon, United Kingdom Interaction - Exeter Full timeRecruitment Consultant Exeter – 25k to 30k Basic Salary plus uncapped commission with no threshold Please make an application promptly if you are a good match for this role due to high levels of interest. Interaction Recruitment is a people focused business; we keep this at the core of our service offering to candidates and clients. This comes directly...
-
Recruitment Consultant
3 weeks ago
Exeter, Devon, United Kingdom Interaction - Exeter Full timeRecruitment Consultant Exeter – 25k to 30k Basic Salary plus uncapped commission with no threshold Interaction Recruitment is a people focused business; we keep this at the core of our service offering to candidates and clients. This comes directly from our talented, passionate and dedicated teams across our network. As an independent business we are able...
