Current jobs related to Independent Financial Adviser - South Yorkshire - AFH Financial Group

  • Independent Financial Adviser

    3 weeks ago

    South Yorkshire, United Kingdom Clayton Davies Ltd Full time

    Job Description: Our client is a growing wealth management firm who are looking for a Independent Financial Adviser to join the team. You will dispense independent whole of market financial advice to clients pre, at and in retirement. It will be a telephone advice based role covering all of the UK with all leads provided and qualified. The role will...

  • Independent Financial Adviser

    3 months ago

    South London, United Kingdom RecruitUK Full time

    **Job Title**: Financial Adviser **Location**:South London **Salary**: £40,000 + generous bonus **Job reference**: 8861 Recruit UK are working on an excellent opportunity for a Financial Adviser based in or around South London to join an Independent Financial Advice practice. This independent and directly authorised firm is looking for a new...

  • Independent Financial Adviser

    4 months ago

    Wakefield South, United Kingdom NJR Recruitment Full time

    Independent Financial Adviser - Servicing South Yorkshire NJR Recruitment is currently working with a leading Wealth Management Company, who provides financial advice to clients based across the UK. Due to a pending retirement I have an excellent opportunity for a pro-active and driven Financial Planner to join their team and service a full client bank...

  • Independent Financial Adviser

    3 months ago

    South Glamorgan, United Kingdom AMG Search Full time

    **AMG Search is currently looking for an IFA to join a leading national IFA organisation.** - As an IFA you will provide a financial planning and wealth management advice to a quality client bank that will be allocated to you. - You will provide advice in pensions, investments, protection, taxation planning & trusts - You will be given ownership of your...

  • Independent Financial Advisor

    3 weeks ago

    South Yorkshire, United Kingdom Clayton Davies Full time

    Job Description: Our client is a growing wealth management firm who are looking for a Independent Financial Adviser to join the team. You will dispense independent whole of market financial advice to clients pre, at and in retirement. It will be a telephone advice based role covering all of the UK with all leads provided and qualified. The role will...

  • Independent Financial Advisor

    3 weeks ago

    South Yorkshire, United Kingdom Clayton Davies Full time

    Job Description: Our client is a growing wealth management firm who are looking for a Independent Financial Adviser to join the team. You will dispense independent whole of market financial advice to clients pre, at and in retirement. It will be a telephone advice based role covering all of the UK with all leads provided and qualified. The role will involve...

  • Independent Financial Advisor

    2 weeks ago

    South Yorkshire, United Kingdom Clayton Davies Full time

    Job Description:Please read the information in this job post thoroughly to understand exactly what is expected of potential candidates.Our client is a growing wealth management firm who are looking for a Independent Financial Adviser to join the team. You will dispense independent whole of market financial advice to clients pre, at and in retirement. It will...

  • Independent Financial Consultant

    2 weeks ago

    South Yorkshire, United Kingdom Clayton Davies Full time

    Job Overview**About Clayton Davies**We are a leading wealth management firm dedicated to providing exceptional financial services to our clients. As a key member of our team, you will play a vital role in delivering high-quality advice and solutions to our clients.Key ResponsibilitiesAs an Independent Financial Adviser, you will be responsible...

  • Independent Financial Advisor

    3 weeks ago

    South Yorkshire, United Kingdom Clayton Davies Full time

    Our client is a growing wealth management firm who are looking for a Independent Financial Adviser to join the team. You will dispense independent whole of market financial advice to clients pre, at and in retirement. It will be a telephone advice based role covering all of the UK with all leads provided and qualified. Provide fully holistic independent...

  • Financial Adviser

    3 months ago

    Wakefield South, United Kingdom NJR Recruitment Full time

    Independent Financial Adviser - Servicing South Yorkshire NJR Recruitment is currently working with a leading Wealth Management Company, who provides financial advice to clients based across the UK. Due to a pending retirement I have an excellent opportunity for a pro-active and driven Financial Planner to join their team and service a full client bank...

  • Independent Living Adviser

    3 months ago

    Yorkshire, United Kingdom GCS Recruitment Specialists Ltd Full time

    Eden Brown are seeking a highly efficient Independent Living Adviser on a temporary assignment situated in York As the ILO your responsibilities will include managing a patch area of properties providing frontline support to Over 55's across York Health and Safety checks will be required, Promoting independent living and completing daily morning...

  • Independent Financial Advisor

    2 weeks ago

    Athersley South, United Kingdom Clayton Davies Full time

    Job Description:Please read the information in this job post thoroughly to understand exactly what is expected of potential candidates.Our client is a growing wealth management firm who are looking for a Independent Financial Adviser to join the team. You will dispense independent whole of market financial advice to clients pre, at and in retirement. It will...

  • Financial Adviser

    3 months ago

    South London, United Kingdom Recruit UK Full time

    **Job Title**: Financial Adviser **Industry**: Financial Planning **Location**:London/Kent **Salary**: OTE £100,000 **Job Reference**:8864 **Are you interested in the flexibility to work remotely, but still be part of a collaborative team?** **Do you want to work for a firm where you will inherit a substantial client bank and get continued support...

  • Financial Adviser

    1 month ago

    Wakefield, West Yorkshire, United Kingdom Navigation Wealth Management Ltd Full time

    We are looking for a Financial Planner or aspiring adviser to join one of our most established practices, Navigation Wealth Management based in Wakefield. Navigation pride themselves on lifestyle based Financial Planning and building long term relationships with clients over the long term. The role requires a level 4 Diploma in Regulated Financial Planning...

  • Financial Planning Professional

    7 days ago

    Yorkshire, United Kingdom Capio Recruitment Financial Planning Full time

    {"title": "Financial Planning Opportunity", "content": "Capio Recruitment Financial Planning is seeking an experienced Financial Planner to join their team.This role is ideal for a technically-minded individual with a strong ability to develop relationships and create a steady stream of business enquiries.The successful candidate will have a Level 4 Diploma...

  • Financial Planning Professional

    7 days ago

    Yorkshire, United Kingdom Capio Recruitment Financial Planning Full time

    {"title": "Financial Planning Opportunity", "content": "Capio Recruitment Financial Planning is seeking an experienced Financial Planner to join their team.This role is ideal for a technically-minded individual with a strong ability to develop relationships and create a steady stream of business enquiries.The successful candidate will have a Level 4 Diploma...

  • Financial Planner Position

    2 days ago

    Yorkshire, United Kingdom Capio Recruitment Financial Planning Full time

    {"title": "Financial Planner Opportunity", "subtitle": "Join a reputable Financial Planning firm in Yorkshire", "content": "Capio Recruitment Financial Planning is seeking an experienced Financial Planner to join their growing team in Yorkshire. This is an excellent opportunity for a technically-minded individual with a natural ability to develop...

  • Financial Planner Position

    2 days ago

    Yorkshire, United Kingdom Capio Recruitment Financial Planning Full time

    {"title": "Financial Planner Opportunity", "subtitle": "Join a reputable Financial Planning firm in Yorkshire", "content": "Capio Recruitment Financial Planning is seeking an experienced Financial Planner to join their growing team in Yorkshire. This is an excellent opportunity for a technically-minded individual with a natural ability to develop...

  • Financial Services Administration Manager

    9 hours ago

    sheffield, south yorkshire, United Kingdom Fyfe Financial Full time

    Job DescriptionIf you’re a skilled financial services administration manager looking for a new challenge, we’d love to hear from you!We’re Fyfe Financial, a Sheffield-based Chartered financial planning firm that believes our advice should positively impact our clients' real lives, not just their bank balances. Our core values include fairness,...

  • Financial Services Administration Manager

    1 day ago

    sheffield, south yorkshire, United Kingdom Fyfe Financial Full time

    If you’re a skilled financial services administration manager looking for a new challenge, we’d love to hear from you! We’re Fyfe Financial, a Sheffield-based Chartered financial planning firm that believes our advice should positively impact our clients' real lives, not just their bank balances. Our core values include fairness, transparency and...

Independent Financial Adviser

4 months ago

South Yorkshire, United Kingdom AFH Financial Group Full time

**Independent Financial Adviser - Dewsbury/South Yorkshire**

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.