Current jobs related to Independent Financial Adviser - Lincoln - AFH Wealth Management

  • Trainee Independent Financial Adviser

    5 months ago

    Lincoln, United Kingdom Chattertons Solicitors Full time

    **Job Title**:Trainee Independent Financial Adviser **Hours of Work**:Monday - Friday 09.00 - 17.15 (36.25 hours) **Salary**:Dependent Upon Qualifications and Experience **Location**:Lincoln Office **Summary**: We are a leading "Top 200" Law Firm and provider of wealth management services, based in Lincolnshire and across the Midlands. Established in...

  • Financial Adviser

    5 months ago

    Lincoln, United Kingdom Cranleigh Personnel Full time

    **Financial Adviser** **Based: Lincolnshire** **Salary - Flexible depending upon experience** **Are you a Financial Adviser looking for next role?** Our client is a thriving Chartered independent wealth planning firm with an enviable client bank. Working collaboratively with an accountancy firm they have grown organically and have a excellent reputation...

  • Financial Adviser

    5 months ago

    Lincoln, United Kingdom Cranleigh Personnel Full time

    **Financial Adviser** **Based: Lincolnshire** **Salary - Flexible depending upon experience** **Are you a Financial Adviser looking for next role?** Our client is a thriving Chartered independent wealth planning firm with an enviable client bank. Working collaboratively with an accountancy firm they have grown organically and have a excellent reputation...

  • Trainee Financial Adviser

    5 months ago

    Lincoln, United Kingdom Ortus PSR Full time

    Trainee Independent Financial Adviser, partner with the firms Leading Financial Adviser Are you ready to embark on a journey with a firm that’s not only steeped in history but also at the forefront of financial innovation? We’re looking for a dynamic individual to become a part of our clients esteemed Wealth Management Team as a Trainee Independent...

  • Tax Adviser

    5 months ago

    Lincoln, United Kingdom Recruit UK Full time

    **Job Title**: Tax Adviser **Industry**: Accountancy **Location**:Lincoln **Salary**: up to £45,000 **Job Reference**:8662 Recruit UK are working alongside a highly successful Accountancy practice who work with thousands of individuals and business across the Midlands to offer a full range of support. As their client base continues to expand, they are...

  • Financial Planning Assistant

    4 weeks ago

    Lincoln, Lincolnshire, United Kingdom Finlink Ltd Full time

    About the RoleWe are seeking a skilled Paraplanner to join our team at Finlink Ltd in Lincoln. As a Paraplanner, you will play a crucial role in supporting our Financial Advisers by providing technical expertise and producing accurate reports.Key ResponsibilitiesConduct research on financial products and servicesPrepare and present reports to clientsAssist...

  • Financial Planning Assistant

    4 weeks ago

    Lincoln, Lincolnshire, United Kingdom Finlink Ltd Full time

    About the RoleWe are seeking a skilled Paraplanner to join our team at Finlink Ltd in Lincoln. As a Paraplanner, you will play a crucial role in supporting our Financial Advisers by providing technical expertise and producing accurate reports.Key ResponsibilitiesConduct research on financial products and servicesPrepare and present reports to clientsAssist...

  • Senior Financial Analyst

    2 months ago

    Lincoln, United Kingdom Service Care Legal Full time

    Job DescriptionService Care Solutions is recruiting on behalf of a local authority in Lincolnshire for a Senior Finance Technician to join their team.Key Responsibilities:Strategic Financial Planning: Assist with the coordination and delivery of strategic financial planning for revenue and capital budgets.Budget Management: Provide expert advice on budget...

  • Senior Financial Analyst

    2 months ago

    Lincoln, United Kingdom Service Care Legal Full time

    Job DescriptionService Care Solutions is recruiting on behalf of a local authority in Lincolnshire for a Senior Finance Technician to join their team.Key Responsibilities:Strategic Financial Planning: Assist with the coordination and delivery of strategic financial planning for revenue and capital budgets.Budget Management: Provide expert advice on budget...

  • Financial Management Specialist

    2 weeks ago

    Lincoln, Lincolnshire, United Kingdom Adecco Full time

    Financial Management SpecialistAdecco is seeking a Financial Management Specialist to partner with budget holders at Lincolnshire Police. As a key member of the team, you will provide financial advice, support, and training to ensure effective financial management.Key Responsibilities:Provide a comprehensive financial management service for a designated...

  • Financial Advisor

    1 week ago

    Lincoln, Lincolnshire, United Kingdom Adecco UK Limited Full time

    Job DescriptionAre you an experienced finance professional seeking a challenging role? Adecco UK Limited is seeking a Finance Business Partner to join our client's finance team. As a Finance Business Partner, you will play a crucial role in providing financial advice, support, and training to budget holders, enabling them to effectively manage their areas of...

  • Financial Management Specialist

    2 weeks ago

    Lincoln, Lincolnshire, United Kingdom Spinwell Careers Full time

    Role: Financial Management SpecialistSpinwell Careers is recruiting for a Financial Management Specialist for an excellent opportunity within the public sector.Responsibilities:Provide an effective financial management service for a designated segment of the organization.Prepare monthly management reports for discussion with budget holders.Advise and assist...

  • Administration Team Leader

    5 months ago

    Lincoln, United Kingdom Burgh Recruitment Ltd (Financial Services) Full time

    **Administration Team Leader** **Location**:Lincoln **Salary**:£30,000-35,000 (DoE) **Hours**: Full-Time (8.30am - 5.15pm) In office **Working as part of the team at an Appointed Representative of St. James’s Place Plc.** An excellent opportunity has arisen for a professional Administration Team Leader with Financial Services experience to work in...

  • Welfare Adviser

    5 months ago

    Lincoln, United Kingdom CITY OF LINCOLN COUNCIL Full time

    We have a vacancy in our busy Welfare & Money Advice Team. The team provide support in claiming benefit entitlements, grants and other payments, including promotion, individual advice, and help with challenging decisions. We are looking for someone who is a good team-player and ideally a trained debt adviser, or someone who is willing to train in this area....

  • Strategic Financial Partner

    3 weeks ago

    Lincoln, Lincolnshire, United Kingdom Page Personnel Sales Full time

    About Our ClientOur client is a distinguished not-for-profit institution based in Lincoln, which serves a diverse community.Job DescriptionDeliver insightful financial analysis to inform strategic planning and decision-making.Build strong relationships with key stakeholders across the organisation.Contribute to the development and implementation of financial...

  • Financial Management Specialist

    2 weeks ago

    Lincoln, Lincolnshire, United Kingdom Spinwell Full time

    Job Title: Finance Business PartnerSpinwell is seeking a highly skilled Finance Business Partner to join our team. As a key member of our finance team, you will provide financial management services to a designated segment of Lincolnshire Police, adopting a business partnering approach and becoming a fully integrated member of the relevant Senior Leadership...

  • Financial Services Partner

    3 weeks ago

    Lincoln, Lincolnshire, United Kingdom Essential Employment Full time

    Job SummaryWe are seeking a highly skilled Financial Services Partner to join our team at Essential Employment. As a key member of our finance team, you will be responsible for providing expert financial advice and support to our clients.Key ResponsibilitiesProvide financial management services to designated segments of our clients, adopting a business...

  • Financial Professional

    2 weeks ago

    Lincoln, Lincolnshire, United Kingdom Blusource Professional Services Ltd Full time

    Job DescriptionWe are seeking a highly skilled Financial Professional to join our team at Blusource Professional Services Ltd. As a key member of our accounting team, you will be responsible for providing expert financial guidance and support to our clients.Key Responsibilities:Provide financial planning and analysis to support business growth and...

  • Finance Business Partner

    2 weeks ago

    Lincoln, Lincolnshire, United Kingdom Adecco UK Limited Full time

    Job Title: Finance Business PartnerJob Summary:We are seeking a highly skilled Finance Business Partner to join our client's finance team. As a Finance Business Partner, you will play a crucial role in providing financial advice, support, and training to budget holders, enabling them to effectively manage their areas of business.Key Responsibilities:Provide...

  • Financial Management Specialist

    3 weeks ago

    Lincoln, Lincolnshire, United Kingdom Spinwell Full time

    Role: Financial Management Specialist for SpinwellSpinwell is seeking a Financial Management Specialist to provide financial management services for a designated segment of Lincolnshire.Responsibilities:Provide effective financial management servicesSupport business operationsCollaborate with stakeholdersRequirements:Strong financial management...

Independent Financial Adviser

3 months ago

Lincoln, United Kingdom AFH Wealth Management Full time
Independent Financial Adviser - Lincolnshire
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