Independent Financial Services Specialist
2 days ago
We are looking for a seasoned Independent Financial Adviser to join our team at AFH Wealth Management, covering the Sheffield and surrounding areas. As a key member of our team, you will enjoy flexible working arrangements, including home-based and remote options.
The ideal candidate will have a solid background in financial planning, excellent communication skills, and a results-driven approach. They will be responsible for building strong relationships with clients and introducers, identifying new business opportunities, and delivering exceptional client experiences.
We offer a competitive annual salary range of £70,000 - £90,000, depending on experience, plus benefits and career advancement opportunities.
Your Key Responsibilities:
- Craft personalized financial plans for clients, addressing their current and future needs.
- Stay up-to-date with industry developments, legislative changes, and new financial products affecting clients' portfolios.
- Nurture strong relationships with clients and introducers through regular meetings, seminars, and continuous feedback.
- Develop and execute business development strategies to expand the client base.
Required Skills and Qualifications:
- Diploma in Regulated Financial Planning (or equivalent) and CF30 status as per FCA regulations.
- Excellent communication, interpersonal, and organizational skills.
- Strong IT skills, including proficiency in Microsoft Office and XPlan.
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