Financial Planning Specialist

4 weeks ago


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

At AFH Wealth Management, we're seeking a skilled Financial Planning Specialist to join our team. As a self-employed or employed adviser, you will work closely with clients to understand their current and future financial goals and develop tailored financial strategies to achieve financial independence.

Key Responsibilities:
  1. 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 that may affect their pensions, savings, investments, and financial plans.
  2. Acquire and develop new business from new/existing clients and professional introducers, via personal business planning, referrals, and company lead generation programs.
  3. Optimize the use of all marketing opportunities available, including social media and networking with introducers and other professionals to develop new business.
  4. 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.
  5. Conduct in-depth reviews of clients' financial circumstances, current provision, and future aims and objectives, analyzing information, conducting research, and preparing financial planning reports best suited to the individual clients' requirements covering all areas of advice.

Requirements:
  • Diploma in Regulated Financial Planning (or FCA-approved equivalent) and to maintain CF30 status in accordance with FCA regulations.
  • Harnessing IT skills to embrace 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, professionals, and retail clients.

Benefits:
  • 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. If you're interested in becoming a part of our growing community, get in touch today.

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