Financial Planner

5 days ago

Manchester, United Kingdom AFH Wealth Management Full time

Role Overview

As a Financial Planner at AFH Wealth Management, you will be responsible for understanding your clients' current and future financial goals and formulating easy-to-understand financial strategies to guide them towards financial independence.

This role offers home-based/remote working with access to office locations if preferred.

Key Responsibilities

  • Review and respond 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 pensions, savings, investments, and financial plans.
  • Acquire and develop new business from new/existing clients and professional introducers via personal business planning, referrals, and company lead generation programme.
  • Optimise the use of all marketing opportunities available, including via social media and networking with introducers and other professionals to develop new business.
  • Contact 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.
  • Conduct 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.

Requirements

  • Diploma in Regulated Financial Planning (or FCA approved equivalent) and to maintain CF30 status in accordance with FCA regulations.
  • Experience in networking and attracting new clients through business development and effective business planning to grow a client bank and build relationships with affinity groups, business owners, entrepreneurs, professional and retail clients.

Benefits

  • 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 paraplanning support.
  • Client-centric proposition and trusted brand reputation with compelling values and ongoing learning and development culture.

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.

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