Associate Independent Financial Adviser

2 weeks ago


Barnstaple, Devon, United Kingdom AFH Wealth Management Full time

Join Us as an Associate Independent Financial Adviser at AFH

Are you a financial adviser looking to join a forward-thinking wealth management firm? At AFH, we're on the lookout for like-minded professionals to be part of our team.

Working with us means being part of a company that puts clients first. As our new Independent Financial Adviser, you'll have the opportunity to grow alongside experienced professionals and help clients achieve financial independence.

In this role, you'll have the flexibility to work remotely with occasional trips to meet clients in Devon & Somerset.

Key Responsibilities:

  • Follow the Six-Stage Advice Process to build and nurture long-term client relationships
  • Stay updated on clients' financial needs and market changes to provide the best financial solutions
  • Acquire new business through strategic planning and networking
  • Utilize marketing opportunities including social media to expand your client base
  • Maintain strong client relationships through regular meetings and feedback
  • Conduct detailed reviews of clients' financial situations and provide tailored financial advice
  • Deliver accurate Management Information as required

Requirements:

  • Diploma in Regulated Financial Planning or equivalent
  • Client-centric approach with excellent interpersonal skills
  • Proficiency in IT for effective client communication

Benefits:

  • Support to grow your client base
  • End-to-end client support and back-office assistance
  • Access to AFH Platform for efficient solutions
  • Consultative marketing support and IT technology
  • Established Practice Buy Out option on exit

About AFH:

With a reputation for excellence and over 30 years of experience, AFH is a trusted name in financial advisory services with a nationwide presence.

If you're ready to be part of our dynamic team as an Independent Financial Adviser, reach out to us today. We welcome individuals who are passionate about helping clients achieve their financial goals.



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