Financial Planning Specialist
1 day ago
At AFH Wealth Management, we're seeking a skilled and client-centric Independent Financial Adviser to join our team. As a self-employed or employed adviser, you'll be part of a progressive and client-focused financial planning-led wealth management firm.
Key Responsibilities- Develop and maintain long-term relationships with clients, delivering exceptional outcomes through the Six-Stage Advice Process.
- Stay up-to-date with clients' changing needs and financial circumstances, ensuring they're informed about new financial products and legislative changes affecting their pensions, savings, investments, and financial plans.
- Acquire and develop new business through personal business planning, referrals, and our company's lead generation program.
- Optimize marketing opportunities, including social media and networking with introducers and professionals, to drive new business.
- Maintain excellent client and introducer relationships through regular meetings, seminars, and continuous feedback to the team and contact center.
- Establish and conduct in-depth reviews of clients' financial circumstances, current provision, and future aims and objectives, analyzing information, conducting research, and preparing tailored financial planning reports.
- Deliver accurate management information as requested.
- Diploma in Regulated Financial Planning (or FCA-approved equivalent) and CF30 status in accordance with FCA regulations.
- Clear demonstration of a client-centric approach, excellent interpersonal skills, and professionalism, with a well-presented and articulate manner.
- Experience in networking and attracting new clients through business development and effective business planning, with a focus on growing a client bank and building relationships with affinity groups, business owners, entrepreneurs, professionals, and retail clients.
With over 30 years of experience and more than 200 accredited advisers nationwide, AFH Wealth Management is one of the UK's leading independent financial advisory firms. We offer a supportive environment to build your client base and future value, with end-to-end in-house client journey and back-office support, a client-centric proposition, and a trusted brand reputation.
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Financial Planning Specialist
1 week ago
Barnstaple, Devon, United Kingdom Consult2Recruit Full timeFinancial Planning Specialist **About the Role** We are seeking a highly skilled Financial Planning Specialist to join our team at Consult2Recruit. As a Financial Planning Specialist, you will be responsible for providing expert advice on pension, investments, protection, and tax planning to our clients. **Key Responsibilities** * Manage and prioritize...
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Financial Planning Specialist
1 week ago
Barnstaple, Devon, United Kingdom Consult2Recruit Full timeFinancial Planning Specialist **About the Role** We are seeking a highly skilled Financial Planning Specialist to join our team at Consult2Recruit. As a Financial Planning Specialist, you will be responsible for providing expert advice on pension, investments, protection, and tax planning to our clients. **Key Responsibilities** * Manage and prioritize...
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Financial Planning Specialist
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Barnstaple, Devon, United Kingdom AFH Wealth Management Full timeFinancial Planning Specialist - AFH Wealth Management At AFH Wealth Management, we're seeking a skilled Financial Planning Specialist to join our team. As a self-employed or employed advisor, you'll be part of a progressive and client-focused, financial planning-led wealth management firm. In this role, you'll work closely with clients to understand their...
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Financial Planning Specialist
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Barnstaple, Devon, United Kingdom AFH Wealth Management Full timeFinancial Planning Specialist - AFH Wealth Management At AFH Wealth Management, we're seeking a skilled Financial Planning Specialist to join our team. As a self-employed or employed advisor, you'll be part of a progressive and client-focused, financial planning-led wealth management firm. In this role, you'll work closely with clients to understand their...
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Financial Planning Specialist
3 weeks ago
Barnstaple, Devon, 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 skilled and motivated individual to join our team of experienced financial planners.Key ResponsibilitiesClient Relationship Management: Build and maintain strong relationships with...
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Financial Planning Specialist
3 days ago
Barnstaple, Devon, 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 play a vital role in delivering exceptional client experiences and driving business growth.Key ResponsibilitiesDevelop and implement comprehensive financial plans that meet the unique needs...
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Financial Planning Specialist
3 days ago
Barnstaple, Devon, 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 play a vital role in delivering exceptional client experiences and driving business growth.Key ResponsibilitiesDevelop and implement comprehensive financial plans that meet the unique needs...
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Financial Planning Specialist
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Barnstaple, Devon, 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 play a vital role in delivering exceptional client experiences and driving business growth.Key ResponsibilitiesDevelop and implement comprehensive financial plans that meet the unique needs...
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Financial Planning Specialist
5 days ago
Barnstaple, Devon, 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 play a vital role in delivering exceptional client experiences and driving business growth.Key ResponsibilitiesDevelop and implement comprehensive financial plans that meet the unique needs...
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Financial Planning Specialist
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Financial Planning Specialist
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Barnstaple, Devon, United Kingdom Premier Jobs UK Full timeFinancial Advisor OpportunityWe are seeking a skilled Financial Advisor to join our team in Devon. As a Financial Advisor, you will inherit an existing client bank and focus on delivering high-quality financial planning services.About the RoleAs a Financial Advisor, you will be responsible for:Providing financial planning services to clients in the Devon...
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Financial Planning Specialist
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Barnstaple, Devon, United Kingdom Premier Jobs UK Full timeFinancial Advisor OpportunityWe are seeking a skilled Financial Advisor to join our team in Devon. As a Financial Advisor, you will inherit an existing client bank and focus on delivering high-quality financial planning services.About the RoleThis employed Financial Advisor position offers a strong foundation for growth and motivation. You will work with a...
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Financial Planning Specialist
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Barnstaple, Devon, United Kingdom Premier Jobs UK Full timeFinancial Advisor OpportunityWe are seeking a skilled Financial Advisor to join our team in Devon. As a Financial Advisor, you will inherit an existing client bank and focus on delivering high-quality financial planning services.About the RoleThis employed Financial Advisor position offers a strong foundation for growth and motivation. You will work with a...
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Barnstaple, Devon, United Kingdom Premier Jobs UK Limited Full timeFinancial Advisor Job Description **Job Summary:** As a Financial Advisor with Premier Jobs UK Limited, you will be responsible for inheriting an existing client bank across the Devon area. Your primary focus will be on maintaining and growing the client base through exceptional financial planning and servicing. **Key Responsibilities:** * Provide...
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Financial Planning Specialist
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Barnstaple, Devon, United Kingdom Premier Jobs UK Limited Full timeFinancial Advisor Job Description **Job Summary:** As a Financial Advisor with Premier Jobs UK Limited, you will be responsible for inheriting an existing client bank across the Devon area. Your primary focus will be on maintaining and growing the client base through exceptional financial planning and servicing. **Key Responsibilities:** * Provide...
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Financial Planning Specialist
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Financial Planning Specialist
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Barnstaple, Devon, United Kingdom Premier Jobs UK Limited Full timeFinancial Planning Job Overview **Job Summary:** As a Financial Advisor with Premier Jobs UK Limited, you will inherit an existing client bank across the Devon area. Your primary focus will be on achieving a high retention of clients through ongoing financial planning services. **Key Responsibilities:** * Take over the existing client bank and provide...
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Financial Planning Specialist
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Barnstaple, Devon, United Kingdom Premier Jobs UK Limited Full time{"Financial Advisor Role": "Join a dynamic and forward-thinking IFA firm as a Financial Advisor, where you will have the opportunity to build a successful career in financial planning.As a Financial Advisor, you will be responsible for delivering high-quality client service and providing expert financial planning advice to clients across the Devon area.The...
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Financial Planning Specialist
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Barnstaple, Devon, United Kingdom Premier Jobs UK Limited Full time{"Financial Advisor Role": "Join a dynamic and forward-thinking IFA firm as a Financial Advisor, where you will have the opportunity to build a successful career in financial planning.As a Financial Advisor, you will be responsible for delivering high-quality client service and providing expert financial planning advice to clients across the Devon area.The...
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Financial Planning Specialist
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Barnstaple, Devon, United Kingdom Consult2Recruit Ltd Full timeFinance Advisor OpportunityA prestigious Financial Advisory Firm based in North Devon is seeking an experienced Finance Advisor to provide independent advice across the market, including Retirement, Investment, Tax and Protection planning as well as Estate planning.The successful applicant will receive comprehensive training in all areas of financial...