Financial Planning Specialist

2 weeks ago

Birmingham, Birmingham, United Kingdom AFH Wealth Management Full time
Financial Planning Specialist

At AFH Wealth Management, we're seeking an experienced Financial Planning Specialist to join our team. As a self-employed or employed adviser, you will be part of a progressive and client-focused, financial planning-led wealth management firm.

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 as our Financial Planning Specialist will include:

Reviewing and responding to clients' changing needs and financial circumstances, keeping introducers and clients up to date with new financial products or changes to legislation that may affect their clients' pensions, savings, investments, and financial plans.

Acquiring and developing new business from new/existing clients and professional introducers, via personal business planning, referrals, and company lead generation programs.

Optimizing the use of all marketing opportunities available, including via social media and networking with introducers and other professionals to develop new business.

Contacting corporate and individual clients to set up meetings, either within an office environment, in the clients' homes or business premises, or virtually via Microsoft Teams.

Conducting 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 the individual clients' requirements covering all areas of advice.

What we are looking for in our ideal Financial Planning Specialist:

Diploma in Regulated Financial Planning (or FCA-approved equivalent) and to maintain CF30 status in accordance with the FCA regulations.

Harnessing IT skills to embrace the new virtual/digital ways to communicate with clients.

Experience in networking and attracting new clients through business development and effective business planning to grow a client bank and building relationships with affinity groups, business owners, entrepreneurs, professional, and retail clients.

Benefits as a Financial Planning Specialist at AFH Wealth Management:

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.

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