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Independent Financial Adviser

2 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.