Financial Planning Specialist

3 weeks ago


Burgess Hill, West Sussex, United Kingdom AFH Wealth Management Full time
Independent Financial Adviser Opportunity

At AFH Wealth Management, we are seeking an experienced and client-focused Independent Financial Adviser to join our team. As a self-employed or employed adviser, you will play a key role in helping our clients achieve their financial goals and objectives.

Key Responsibilities:

  • Develop and implement comprehensive financial plans for clients, taking into account their current and future financial needs and goals.
  • Build and maintain strong relationships with clients, introducers, and other professionals to identify new business opportunities and grow your client base.
  • Stay up-to-date with market trends, regulatory changes, and new financial products to provide expert advice to clients.
  • Conduct in-depth reviews of clients' financial circumstances, current provision, and future aims and objectives, and prepare financial planning reports tailored to their individual needs.

Requirements:

  • Diploma in Regulated Financial Planning (or FCA approved equivalent) and CF30 status in accordance with FCA regulations.
  • Proven experience in networking and attracting new clients through business development and effective business planning.

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.

As one of the UK's leading independent financial advisory firms, AFH Wealth Management offers a unique opportunity to join a progressive and client-focused organization. If you are a motivated and experienced Independent Financial Adviser looking to take your career to the next level, we encourage you to apply today.



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