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Investment Adviser

2 months ago

Lincoln, Lincolnshire, United Kingdom AFH Wealth Management Full time

Role Overview

As a Financial Planning Specialist at AFH Wealth Management, you will play a key role in helping clients achieve their financial goals. This is an exciting opportunity to join a progressive and client-focused financial planning-led wealth management firm.

Key Responsibilities

  • Client Relationship Management: Build long-term relationships with clients by following a structured advice process, ensuring excellent client outcomes.
  • Financial Needs Assessment: Review and respond to clients' changing financial needs and circumstances, keeping them informed about new financial products and legislative changes that may impact their pensions, savings, investments, and financial plans.
  • Business Development: Acquire and develop new business from new and existing clients, as well as professional introducers, through personal business planning, referrals, and company lead generation programs.
  • Marketing and Networking: Optimize the use of marketing opportunities, including social media and networking with introducers and other professionals, to develop new business.

Work Environment

This role offers the flexibility of home-based or remote working, with access to office locations if preferred. There is an expectation to attend face-to-face client meetings.