Independent Financial Services Specialist

2 days ago


Sheffield, Sheffield, United Kingdom AFH Wealth Management Full time
About the Role

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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