Financial Planning Specialist

3 weeks ago

Newbury, West Berkshire, United Kingdom AFH Wealth Management Full time

Unlock Your Potential as an Independent Financial Adviser

At AFH Wealth Management, we're on a mission to revolutionize the financial services industry. As a self-employed or employed Independent Financial Adviser, you'll be part of a dynamic team that's passionate about delivering exceptional client experiences.

Your role will involve building long-term relationships with clients, understanding their financial goals, and crafting personalized strategies to achieve financial independence. You'll work from the comfort of your own home or office, with access to our state-of-the-art facilities and a supportive team.

Key Responsibilities:

  • Implement the Six-Stage Advice Process to establish trust and deliver outstanding client outcomes.
  • Stay ahead of the curve by reviewing and responding to clients' evolving needs, keeping introducers and clients informed about new financial products and legislative changes.
  • Grow your business by acquiring new clients and professional introducers, leveraging personal business planning, referrals, and our company's lead generation program.
  • Maximize marketing opportunities, including social media and networking with introducers and professionals to develop new business.
  • Develop and maintain a deep understanding of our clients' financial situations, identifying opportunities to optimize their financial plans and achieve their goals.

What We Offer:

A supportive and collaborative work environment, opportunities for professional growth and development, and a competitive compensation package. If you're a motivated and client-focused individual who is passionate about delivering exceptional financial services, we'd love to hear from you.

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