Independent Financial Adviser
1 week ago
Independent Financial Adviser - Worcestershire At AFH, as we grow, we’re looking for an experienced 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
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Independent Financial Adviser
1 week ago
Worcester, Worcestershire, United Kingdom AFH Wealth Management Full timeIndependent Financial Adviser - Worcestershire At AFH, as we grow, we’re looking for an experienced 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...
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Independent Financial Adviser
1 week ago
Worcester, United Kingdom CV-Library Full timeIndependent Financial Adviser - Worcestershire At AFH, as we grow, we’re looking for an experienced 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...
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Financial Adviser
4 months ago
Worcester, United Kingdom Capio Recruitment Full time**Financial Adviser** **Worcester** **£40,000-£90,000 + Bonus** **The Company** Capio Recruitment is working with an award-winning wealth management business who are known for providing industry leading services. Alongside being an Independent Firm, this company operates a client first approach, and looking for advisers who carry a similar ethos. The...
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Financial Adviser
5 months ago
Worcester, United Kingdom Jigsaw Recruitment Full time**Financial Adviser: Home based position covering Worcester, West Midlands£45,000 to £85,000 with excellent benefits that include a company car** Jigsaw Recruitment is pleased to be working with this leading name within the Financial Services industry. Our client is looking to recruit additional Financial Advisers to their ever expanding sales team. This...
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Financial Adviser
2 months ago
Bromsgrove, Worcestershire, United Kingdom AFH Wealth Management Full timeIndependent Financial Adviser - Desk Based AFH Wealth Management is proud to be one of the UK’s leading independent financial advisory and wealth management firms. We believe that our success starts with our people. If you are determined to succeed and eager to take on new challenges, you’ll find a variety of exciting career opportunities at AFH. This...
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Financial Sales Adviser
5 months ago
Worcester, United Kingdom Jigsaw Recruitment Full time**Financial Sales Adviser - Covering Worcester, West Midlands : £25,000 to £45,000: Company Car, Laptop, Mobile and excellent benefits package** Jigsaw Recruitment are recruiting self motivated and target individuals to join our clients growing sales team, this position would be covering Worcester **Sales Adviser Role**: Reporting to the area manager you...
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FINANCIAL/MORT ADVISOR IN WORCESTER, MALVERN
2 weeks ago
Worcester, Worcestershire, United Kingdom Cardinal Recruitment Full time €80,000 - €100,000Role: Reporting to the Area Manager, the Financial Adviser will be required to service existing clients and achieve regular sales of new business to achieve individual and company sales objectives whilst providing on going quality customer service. This will include advising clients on an extensive range of Pension/Savings & Protection Insurance products in...
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Financial Planning Specialist
5 days ago
Worcester, Worcestershire, United Kingdom AFH Wealth Management Full timeFinancial Planning SpecialistAt AFH Wealth Management, we're seeking an experienced Financial Planning Specialist to join our team. As a self-employed or employed adviser, you'll be part of a progressive and client-focused, financial planning-led wealth management firm.Key Responsibilities:Review and respond to clients' changing needs and financial...
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Mortgage Adviser
2 weeks ago
Bromsgrove, Worcestershire, United Kingdom Premier Jobs UK Full time €30,000 - €35,000This employed, Mortgage & Protection Adviser job in Bromsgrove is ideal for an experienced Adviser keen to join a widely respected IFA firm As a Mortgage & Protection Adviser, you will be assisting their new and existing clients by providing advice to them on their mortgage and protection needs. In addition, you should guide clients through the process and...
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Financial Planning Specialist
1 week ago
Worcester, Worcestershire, United Kingdom AFH Wealth Management Full timeRole OverviewAs a Financial Planning Specialist at AFH Wealth Management, you will play a key role in helping clients achieve their financial goals. You will be responsible for understanding clients' current and future financial needs and developing tailored financial strategies to guide them towards financial independence.Key Responsibilities• Review and...
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Mortgage & Protection Adviser (Permanent)
2 weeks ago
Bromsgrove, Worcestershire, United Kingdom AFH Wealth Management Full timeAFH Wealth Management is proud to be one of the UK’s leading independent financial advisory and wealth management firms. We believe that our success starts with our people. If you are determined to succeed and eager to take on new challenges, you’ll find a variety of exciting career opportunities at AFH. This is a full-time, permanent opportunity and a...
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Financial Advisor
6 days ago
Worcester, United Kingdom CV-Library Full timeAre you an experienced Financial Advisor in Worcester, seeking an employed job, based from home with quality leads and existing clients 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. The business typically is able to...
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Trainee Financial Planning Assistant
2 months ago
Bromsgrove, Worcestershire, United Kingdom AFH Wealth Management Full timeIndependent Financial Adviser - Desk Based AFH Wealth Management is proud to be one of the UK’s leading independent financial advisory and wealth management firms. We believe that our success starts with our people. If you are determined to succeed and eager to take on new challenges, you’ll find a variety of exciting career opportunities at AFH. This...
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Hr Adviser
2 weeks ago
Bromsgrove, Worcestershire, United Kingdom Brite Recruitment Full time €35,000HR ADVISER BROMSGROVE, HYBRID £35,000 A reputable manufacturing organisation is looking for a HR Adviser to join their team. You will provide proactive and efficient HR support to the business, including ER case management, performance management, delivering training, handling HR admin tasks, managing various leave types, and assisting with...
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Successful Tenancies Adviser
4 months ago
Worcester, United Kingdom Platform Housing Group Full time**Are you passionate about making a difference in people’s lives?** We currently have an exciting opportunity available within our Income Team for a Successful Tenancies Adviser. This is a genuinely rewarding role where you will have the opportunity to make a real difference in people’s lives, as you will be speaking to vulnerable people to offer...
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Mortgage Adviser
4 months ago
Worcester, United Kingdom HSBC Full time-Job description If you’re looking for a career that will help you stand out, join HSBC and fulfil your potential. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further. The Mortgage Adviser will provide a range of services to...
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Professional Adviser Pharmacy and Medicines
5 months ago
Worcester, United Kingdom NHS Herefordshire and Worcestershire Integrated Care Board Full time**The Professional Adviser Pharmacy and Medicines will**: Support and lead work as part of the Medicines Pharmacy and Clinical Policy Team, to promote sustainable, high quality and safe medicines use within the available resources for the population of Herefordshire and Worcestershire. As a senior lead operating in a highly political and sensitive...
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Recruitment Adviser 12 month FTC
4 weeks ago
Worcester, United Kingdom Brite Recruitment Full timeRECRUITMENT ADVISER, 12 MONTH FTCWORCESTER, HYBRID£35,000Our global client, within the manufacturing sector is looking for a Recruitment Adviser to join them on a 12 month fixed term contract. You will be responsible for sourcing, marketing, interviewing and hiring top talent across a variety of roles.BENEFITSThis role offers 25-days holiday, plus bank...
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Recruitment Adviser 12 month FTC
4 weeks ago
Worcester, United Kingdom CV-Library Full timeRECRUITMENT ADVISER, 12 MONTH FTC WORCESTER, HYBRID £35,000 Our global client, within the manufacturing sector is looking for a Recruitment Adviser to join them on a 12 month fixed term contract. You will be responsible for sourcing, marketing, interviewing and hiring top talent across a variety of roles. BENEFITS This role offers 25-days holiday,...
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Chief Financial Officer
2 weeks ago
Worcester, Worcestershire, United Kingdom Diocese of Worcester Full timeLead a team of finance professionals in a dynamic and supportive environmentThe Diocese of Worcester is seeking a highly skilled and experienced finance leader to join our team. As Director of Financial Operations, you will be responsible for overseeing the financial functions of the diocese, including statutory reporting and compliance. You will also play a...