Current jobs related to Independent Financial Adviser - Worcester Worcestershire - AFH Wealth Management
-
Independent Financial Adviser
1 month 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...
-
Independent Financial Adviser
3 weeks ago
Worcester, United Kingdom AFH Wealth Management Full timeIndependent Financial Adviser - WorcestershireAt 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...
-
Independent Financial Adviser
3 weeks ago
Worcester, United Kingdom AFH Wealth Management Full timeIndependent Financial Adviser - WorcestershireAt 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...
-
Financial Adviser
5 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...
-
Financial Adviser
6 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...
-
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...
-
Independent Financial Advisor
3 days ago
Worcester, Worcestershire, United Kingdom AFH Wealth Management Full timeJob SummaryWe are seeking an Independent Financial Advisor - Worcestershire to join our team at AFH Wealth Management. As a leading independent financial advisory firm, we offer a unique opportunity for individuals to build their client base and advance in their career.About the RoleThis role offers home-based working with access to office locations if...
-
Financial Planning Specialist
4 weeks 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...
-
Financial Planning Specialist
1 month 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...
-
Financial Advisor
4 weeks 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...
-
Successful Tenancies Adviser
5 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...
-
Trainee Financial Planning Administrator
4 days ago
Bromsgrove, Worcestershire, United Kingdom Premier Jobs UK Limited Full time €30,000 - €35,000This employed, Financial Adviser job in Bromsgrove is ideal for a Diploma qualified individual keen to develop as a Financial Adviser You will be providing ongoing annual servicing to their existing clients for their financial planning needs. As a Financial Adviser, you will conduct in-depth annual reviews of their clients financial circumstances, reviewing...
-
Mortgage Adviser
5 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...
-
Professional Adviser Pharmacy and Medicines
6 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...
-
Recruitment Adviser 12 month FTC
2 months 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,...
-
Financial Advisor
3 weeks ago
Bromsgrove, Worcestershire, United Kingdom NFP, an Aon company (Europe) Full timeWe are seeking an experienced and driven Financial Advisor with a strong focus on retirement planning and pensions to join our team. The ideal candidate will help clients navigate complex pension options, assess their retirement needs, and create tailored financial strategies to ensure a secure and comfortable retirement. Essential Duties and...
-
FINANCIAL/MORT ADVISOR IN WORCESTER, MALVERN
2 months ago
Worcester, United Kingdom CV-Library Full timeRole: 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...
-
FINANCIAL/MORT ADVISOR IN WORCESTER, MALVERN
4 weeks ago
Worcester, United Kingdom Cardinal Recruitment Full timeRole: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...
-
Financial Sales Advisor
5 months ago
Worcester, United Kingdom TwentySeven Tech Ltd Full time**About us**. A professional, agile and professional financial services provider. Those who join this purpose-driven organisation enjoy a culture of collaboration, creativity, and mutual respect and are challenged to do their best to make a difference every day. They help everyday families achieve their financial goals and make a lasting difference in their...
-
Financial Advisor
3 weeks ago
Bromsgrove, Worcestershire, United Kingdom NFP, an Aon company (Europe) Full timeWe are seeking an experienced and driven Financial Advisor with a strong focus on retirement planning and pensions to join our team. The ideal candidate will help clients navigate complex pension options, assess their retirement needs, and create tailored financial strategies to ensure a secure and comfortable retirement. Meet with clients to understand...
Independent Financial Adviser
1 month 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