Investment and Retirement Planner

6 days ago


Barnstaple, Devon, United Kingdom AFH Wealth Management Full time
About the Role

As 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 advisors.

Key Responsibilities
  • Client Relationship Management: Build and maintain strong relationships with clients, understanding their financial needs and goals, and providing tailored advice and guidance.
  • Financial Planning and Analysis: Conduct in-depth reviews of clients' financial circumstances, current provision, and future aims and objectives, analyzing information, conducting research, and preparing financial planning reports.
  • Business Development: Acquire and develop new business from new and existing clients, professional introducers, and other sources, through personal business planning, referrals, and company lead generation programs.
  • Marketing and Networking: Utilize marketing opportunities, including social media and networking with introducers and other professionals, to develop new business and promote the company's services.
  • Client Communication: Contact clients to set up meetings, either in-person or virtually, to discuss their financial plans and provide ongoing support and guidance.
Requirements
  • Qualifications: Diploma in Regulated Financial Planning (or FCA-approved equivalent) and CF30 status in accordance with FCA regulations.
  • Skills and Experience: Clear demonstration of a client-centric approach, excellent interpersonal skills, approachability, and professionalism, with experience in networking and attracting new clients through business development and effective business planning.
About AFH Wealth Management

AFH Wealth Management is one of the UK's leading independent financial advisory firms, with over 30 years of experience and more than 200 accredited advisers nationwide. We offer a client-centric proposition, trusted brand reputation, and ongoing learning and development culture, as well as a range of benefits and support to our employees.



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