Financial Advisor

2 days ago


London, Greater London, United Kingdom AFH Wealth Management Full time
Accounting Job

We are seeking a like-minded financial advisor to join our progressive and client-focused wealth management firm as a self-employed or employed adviser.

In this role, you will understand your clients' current and future financial goals and formulate easy-to-understand financial strategies, guiding your clients to 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 affecting their pensions, savings, investments, and financial plans.
  • Aquire and develop new business from new/existing clients and professional introducers via personal business planning, referrals, and company lead generation programs.
  • Optimize the use of all marketing opportunities available, including 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 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 while analyzing information, conducting research, and preparing financial planning reports best suited to individual clients' requirements covering all areas of advice.
Requirements:
  • Diploma in Regulated Financial Planning (or FCA-approved equivalent) and 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, professionals, 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.
  • Administration Support.

We estimate a salary range of £40,000 - £60,000 per annum, dependent on experience. AFH is one of the UK's leading independent financial advisory firms, with over 30 years of experience and more than 200 accredited advisers nationwide.



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