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Financial Planner
2 months ago
At AFH Wealth Management, we are seeking a skilled 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 maintain strong relationships with clients, understanding their current and future financial needs and goals.
- Provide expert financial planning and advice to clients, including pension, savings, investment, and financial planning services.
- Identify and pursue new business opportunities through personal business planning, referrals, and company lead generation programs.
- Utilize marketing opportunities, including social media and networking, to develop new business and expand client relationships.
- Conduct in-depth reviews of clients' financial circumstances, analyzing information, conducting research, and preparing financial planning reports tailored to individual clients' needs.
- Diploma in Regulated Financial Planning (or FCA approved equivalent) and CF30 status in accordance with FCA regulations.
- Experience in networking and attracting new clients through business development and effective business planning.
- 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. If you are a motivated and client-focused individual looking to build a successful career in financial services, we encourage you to apply for this exciting opportunity.
