Independent Financial Adviser
6 months ago
**Independent Financial Adviser - Rutland**
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.
**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 Para Planning support, with lead generation from our call centre based in Birmingham..
- 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.
- Full Admin Support
- Full para planning and technical 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.
-
Compliance Officer
4 weeks ago
Leicestershire, United Kingdom Medlock Partners Full timeCompliance Officer (Financial Planning Practice )LeicestershireSalary up to to £35,000Death in service Fully funded staff eventsHybrid working We are representing a credible Firm of Independent Financial Planners who have a large presence throughout the Midlands. This is an employed desk-based role, providing Training and Competence supervision and...
-
Compliance Officer
4 weeks ago
Leicestershire, United Kingdom Medlock Partners Full timeJob Description Compliance Officer (Financial Planning Practice ) Leicestershire Salary up to to £35,000 Death in service Fully funded staff events Hybrid working We are representing a credible Firm of Independent Financial Planners who have a large presence throughout the Midlands. This is an employed desk-based role, providing Training and...
-
Compliance Officer
4 weeks ago
Leicestershire, United Kingdom Medlock Partners Full timeCompliance Officer (Financial Planning Practice )LeicestershireSalary up to to £35,000Death in service Fully funded staff eventsHybrid working We are representing a credible Firm of Independent Financial Planners who have a large presence throughout the Midlands. This is an employed desk-based role, providing Training and Competence supervision and...
-
Compliance Officer
3 weeks ago
Leicestershire, United Kingdom Medlock Partners Full timeCompliance Officer (Financial Planning Practice )LeicestershireSalary up to to £35,000Death in service Fully funded staff eventsHybrid working We are representing a credible Firm of Independent Financial Planners who have a large presence throughout the Midlands. This is an employed desk-based role, providing Training and Competence supervision and...
-
Compliance Officer
4 weeks ago
Leicestershire, United Kingdom Medlock Partners Full timeCompliance Officer (Financial Planning Practice )LeicestershireSalary up to to £35,000Death in service Fully funded staff eventsHybrid working We are representing a credible Firm of Independent Financial Planners who have a large presence throughout the Midlands. This is an employed desk-based role, providing Training and Competence supervision and...
-
Compliance Officer
4 weeks ago
Leicestershire, UK, East Midlands, United Kingdom Medlock Partners Full timeCompliance Officer (Financial Planning Practice )LeicestershireSalary up to to £35,000Death in service Fully funded staff eventsHybrid working We are representing a credible Firm of Independent Financial Planners who have a large presence throughout the Midlands. This is an employed desk-based role, providing Training and Competence supervision and...
-
Sales & Marketing Manager (Financial Planning)
1 month ago
Leicestershire, United Kingdom Medlock Partners Full timeSales and Marketing Manager (Financial Planners)Leicestershire BasedSalary up to £60,000 + OTEDeath in ServiceSocial Events Exam Funding Bonus Scheme Free on site paring and Onsight Gym We are proud to be representing a credible and highly successful Firm of Independent Financial Planners who are based in the Leicestershire area. Our Client have grown...
-
Sales & Marketing Manager (Financial Planning)
1 month ago
Leicestershire, United Kingdom Medlock Partners Full timeSales and Marketing Manager (Financial Planners)Leicestershire BasedSalary up to £60,000 + OTEDeath in ServiceSocial Events Exam Funding Bonus Scheme Free on site paring and Onsight Gym We are proud to be representing a credible and highly successful Firm of Independent Financial Planners who are based in the Leicestershire area. Our Client have grown...
-
Sales & Marketing Manager (Financial Planning)
1 month ago
Leicestershire, United Kingdom Medlock Partners Full timeSales and Marketing Manager (Financial Planners)Leicestershire BasedSalary up to £60,000 + OTEDeath in ServiceSocial Events Exam Funding Bonus Scheme Free on site paring and Onsight Gym We are proud to be representing a credible and highly successful Firm of Independent Financial Planners who are based in the Leicestershire area. Our Client have grown...
-
Sales & Marketing Manager (Financial Planning)
4 weeks ago
Leicestershire, United Kingdom Medlock Partners Full timeSales and Marketing Manager (Financial Planners)Leicestershire BasedSalary up to £60,000 + OTEDeath in ServiceSocial Events Exam Funding Bonus Scheme Free on site paring and Onsight Gym We are proud to be representing a credible and highly successful Firm of Independent Financial Planners who are based in the Leicestershire area. Our Client have grown...
-
Sales & Marketing Manager (Financial Planning)
1 month ago
Leicestershire, United Kingdom Medlock Partners Full timeJob Description Sales and Marketing Manager (Financial Planners) Leicestershire Based Salary up to £60,000 + OTE Death in Service Social Events Exam Funding Bonus Scheme Free on site paring and Onsight Gym We are proud to be representing a credible and highly successful Firm of Independent Financial Planners who are based in the Leicestershire...
-
Sales & Marketing Manager (Financial Planning)
1 month ago
Leicestershire, UK, East Midlands, United Kingdom Medlock Partners Full timeSales and Marketing Manager (Financial Planners)Leicestershire BasedSalary up to £60,000 + OTEDeath in ServiceSocial Events Exam Funding Bonus Scheme Free on site paring and Onsight Gym We are proud to be representing a credible and highly successful Firm of Independent Financial Planners who are based in the Leicestershire area. Our Client have grown...
-
Financial Services Marketing Director
4 weeks ago
Leicestershire, United Kingdom Medlock Partners Full timeCompany OverviewMedlock Partners is a professional services recruitment specialist operating across the Northwest of England, representing credible and highly successful firms of Independent Financial Planners.
-
Financial Services Consultant
20 hours ago
Leicestershire, United Kingdom Mortgage Advice Bureau Full timeCompany OverviewMortgage Advice Bureau is a renowned mortgage broker and network, boasting over 200 awards in the past five years and continuous growth.We are seeking an experienced Mortgage & Protection Adviser to join our dynamic team on a hybrid basis, working 2-3 days per week in our Leicester HQ and covering weekends on a rota basis.SalaryThe estimated...
-
Mortgage and Financial Services Professional
3 days ago
Leicestershire, United Kingdom Mortgage Advice Bureau Full timeJob Title: Mortgage & Protection AdviserWe are seeking a highly skilled mortgage and protection specialist to join our dynamic and respected New Homes Mortgage Broker practice, covering the East Midlands region.This is an exciting opportunity for an experienced professional to work in a hybrid capacity, undertaking 2-3 days per week at our Leicester HQ and...
-
Administrator - Wealth Management
1 month ago
Burbage, Leicestershire, United Kingdom CV-Library Full timeJob Title – Administrator – Wealth Management Location – Leicestershire, LE10 2EF Salary – £26,000 – £30,000 (dependent on experience) Duration – Permanent, full time or reduced hours. Sector – Financial Services Are you an experienced administrator in the financial or professional services...
-
Software Delivery Expert
3 weeks ago
Leicestershire, United Kingdom Leicestershire County Council Full timeAbout the RoleWe are seeking a skilled Software Delivery Expert to join our team at Leicestershire County Council. The successful candidate will be responsible for delivering high-quality software solutions that meet the needs of our customers.The ideal candidate will have experience working with schools FAS (Finance Accounting Systems) and MIS (Schools...
-
Technology Solutions Consultant
3 weeks ago
Leicestershire, United Kingdom Leicestershire County Council Full timeAbout the Job DescriptionLeicestershire County Council is seeking a Technology Solutions Consultant to join their team. The successful candidate will be responsible for delivering high-quality software solutions that meet the needs of 250+ supported schools and academies across Leicestershire and surrounding counties.The ideal candidate will have a strong...
-
IT Systems Specialist
3 weeks ago
Leicestershire, United Kingdom Leicestershire County Council Full timeAbout the OpportunityLeicestershire County Council is seeking an experienced IT Systems Specialist to join their team. The successful candidate will be responsible for delivering high-quality software solutions that meet the needs of 250+ supported schools and academies across Leicestershire and surrounding counties.The ideal candidate will have a strong...
-
Land Management Consultant
4 days ago
Leicestershire, United Kingdom Beach Baker Full timeAbout the Position:Beach Baker seeks an experienced Rural Surveyor to manage agribusiness and rural property matters, collaborate with colleagues, and deliver high-quality services to clients.This role offers a challenging and rewarding opportunity for a motivated and proactive individual to develop their skills, work independently, and contribute to a...