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Financial Planning Specialist

2 months ago

Barnstaple, Devon, United Kingdom AFH Wealth Management Full time
{"title": "Independent Financial Adviser", "description": "About the Role

At AFH Wealth Management, we're seeking a skilled and client-centric Independent Financial Adviser to join our team. As a self-employed or employed adviser, you'll be part of a progressive and client-focused financial planning-led wealth management firm.

Key Responsibilities
  • Develop and maintain long-term relationships with clients, delivering exceptional outcomes through the Six-Stage Advice Process.
  • Stay up-to-date with clients' changing needs and financial circumstances, ensuring they're informed about new financial products and legislative changes affecting their pensions, savings, investments, and financial plans.
  • Acquire and develop new business through personal business planning, referrals, and our company's lead generation program.
  • Optimize marketing opportunities, including social media and networking with introducers and professionals, to drive new business.
  • Maintain excellent client and introducer relationships through regular meetings, seminars, and continuous feedback to the team and contact center.
  • Establish and conduct in-depth reviews of clients' financial circumstances, current provision, and future aims and objectives, analyzing information, conducting research, and preparing tailored financial planning reports.
  • Deliver accurate management information as requested.
Requirements
  • Diploma in Regulated Financial Planning (or FCA-approved equivalent) and CF30 status in accordance with FCA regulations.
  • Clear demonstration of a client-centric approach, excellent interpersonal skills, and professionalism, with a well-presented and articulate manner.
  • Experience in networking and attracting new clients through business development and effective business planning, with a focus on growing a client bank and building relationships with affinity groups, business owners, entrepreneurs, professionals, and retail clients.
About AFH Wealth Management

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. We offer a supportive environment to build your client base and future value, with end-to-end in-house client journey and back-office support, a client-centric proposition, and a trusted brand reputation.

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