Independent Financial Adviser
3 weeks ago
Independent Financial Adviser - Swindon 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
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Independent Financial Adviser
2 months ago
Swindon, United Kingdom AFH Wealth Management Full timeIndependent Financial Adviser - SwindonAt 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...
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Independent Financial Adviser
3 weeks ago
Swindon, United Kingdom AFH Wealth Management Full timeIndependent Financial Adviser - Swindon 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...
-
Independent Financial Adviser
3 weeks ago
Swindon, United Kingdom AFH Wealth Management Full timeIndependent Financial Adviser - Swindon 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...
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Financial Sales Adviser
3 months ago
Swindon, United Kingdom Jigsaw Recruitment Full time**Financial Sales Adviser - Covering Swindon Wiltshire : £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 Swindion **Sales Adviser Role**: Reporting to the area manager you will be...
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Financial Planning Specialist
1 month ago
Swindon, Swindon, United Kingdom Premier Jobs UK Limited Full time £75,000Position Overview: Are you an accomplished Financial Adviser looking for a rewarding opportunity? Join our team at Premier Jobs UK Limited, where you can work remotely while receiving high-quality leads. Key Responsibilities: Provide expert financial guidance to clients, helping them achieve their financial goals. Develop personalized financial plans...
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Financial Services Consultant
1 month ago
Swindon, Swindon, United Kingdom Premier Jobs UK Limited Full timeJoin a Leading Financial Services FirmAre you an accomplished Financial Adviser looking for a new opportunity? This role offers the chance to work remotely while receiving high-quality leads from a reputable firm.About the Role:As a Financial Adviser, you will be part of a well-regarded Independent Financial Advisory (IFA) firm.The firm is known for its...
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Financial Adviser
2 months ago
Swindon, United Kingdom Premier Jobs UK Limited Full timeAre you a highly experienced Financial Advisor near Swindon, seeking an employed job, working from home with quality leads 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.You will benefit from their multiple lead generation...
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Financial Adviser
2 months ago
Swindon, United Kingdom Premier Jobs UK Limited Full timeAre you a highly experienced Financial Advisor near Swindon, seeking an employed job, working from home with quality leads 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.You will benefit from their multiple lead generation...
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Financial Adviser
2 months ago
Swindon, United Kingdom Premier Jobs UK Limited Full time €75,000Are you a highly experienced Financial Advisor near Swindon, seeking an employed job, working from home with quality leads 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. You will benefit from their multiple lead generation...
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Financial Adviser
2 months ago
Swindon, United Kingdom Premier Jobs UK Limited Full time €75,000Are you a highly experienced Financial Advisor near Swindon, seeking an employed job, working from home with quality leads 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. You will benefit from their multiple lead generation...
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Financial Adviser
2 months ago
Swindon, United Kingdom Premier Jobs UK Limited Full timeAre you a highly experienced Financial Advisor near Swindon, seeking an employed job, working from home with quality leads 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.You will benefit from their multiple lead generation...
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Financial Planning Specialist
2 weeks ago
Swindon, Swindon, United Kingdom AFH Wealth Management Full timeAbout the RoleAs a Financial Planning Specialist at AFH Wealth Management, you will play a key role in helping our clients achieve their financial goals. We are seeking a highly motivated and experienced individual to join our team of financial planners.Key ResponsibilitiesConduct in-depth reviews of clients' financial circumstances, current provision, and...
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Financial Planning Specialist
2 weeks ago
Swindon, Swindon, United Kingdom AFH Wealth Management Full timeAbout the RoleAs a Financial Planning Specialist at AFH Wealth Management, you will play a key role in helping our clients achieve their financial goals. We are seeking a highly motivated and experienced individual to join our team of financial planners.Key ResponsibilitiesConduct in-depth reviews of clients' financial circumstances, current provision, and...
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Financial Planning Specialist
1 week ago
Swindon, Swindon, United Kingdom AFH Wealth Management Full time{"header": "Independent Financial Adviser Role at AFH Wealth Management", "subheader": "Join our team of experienced financial planners and contribute to the growth of our clients\u2019 financial well-being.", "keyResponsibilities": ["Deliver exceptional client outcomes by following the Six-Stage Advice Process and building long-term relationships.", "Stay...
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Financial Planning Specialist
1 week ago
Swindon, Swindon, United Kingdom AFH Wealth Management Full time{"header": "Independent Financial Adviser Role at AFH Wealth Management", "subheader": "Join our team of experienced financial planners and contribute to the growth of our clients\u2019 financial well-being.", "keyResponsibilities": ["Deliver exceptional client outcomes by following the Six-Stage Advice Process and building long-term relationships.", "Stay...
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Financial Planning Specialist
1 month ago
Swindon, Swindon, United Kingdom Premier Jobs UK Limited Full timeJoin a Leading Financial Advisory FirmAre you an experienced Financial Adviser looking for a rewarding opportunity? This position offers the chance to work remotely while receiving high-quality leads.About the Role:Become part of a well-regarded Independent Financial Advisory firm.Benefit from ongoing enhancements to the client service proposition.Engage...
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Financial Planning Specialist
3 days ago
Swindon, Swindon, United Kingdom AFH Wealth Management Full timeAbout the RoleWe are seeking a highly skilled and motivated Financial Planning Specialist to join our team at AFH Wealth Management.As a key member of our team, you will be responsible for providing expert financial planning and wealth management services to our clients.Key ResponsibilitiesDevelop and implement comprehensive financial plans for clients,...
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Financial Planning Specialist
3 days ago
Swindon, Swindon, United Kingdom AFH Wealth Management Full timeAbout the RoleWe are seeking a highly skilled and motivated Financial Planning Specialist to join our team at AFH Wealth Management.As a key member of our team, you will be responsible for providing expert financial planning and wealth management services to our clients.Key ResponsibilitiesDevelop and implement comprehensive financial plans for clients,...
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Financial Planner
4 days ago
Swindon, Swindon, United Kingdom Bellamy Wealth Management Ltd Full timeFinancial Planning Role at Bellamy Wealth Management Ltd **About the Role** We are seeking an experienced or aspiring financial adviser to join our team at Bellamy Wealth Management Ltd. As a Financial Planner, you will be responsible for developing strong and lasting professional relationships with clients, both in person and remotely. **Key...
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Financial Planner
4 days ago
Swindon, Swindon, United Kingdom Bellamy Wealth Management Ltd Full timeFinancial Planning Role at Bellamy Wealth Management Ltd **About the Role** We are seeking an experienced or aspiring financial adviser to join our team at Bellamy Wealth Management Ltd. As a Financial Planner, you will be responsible for developing strong and lasting professional relationships with clients, both in person and remotely. **Key...
