Independent Financial Advisor

1 day ago


Redcar, Redcar and Cleveland, United Kingdom AFH Wealth Management Full time
Financial Advisor Opportunity at AFH Wealth Management

AFH Wealth Management is a leading independent financial advisory firm with over 30 years of experience and more than 200 accredited advisers nationwide. We are looking for an experienced financial advisor to join our team as a self-employed or employed adviser.

Job Summary:

  • Formulate easy-to-understand financial strategies for clients.
  • Review and respond to clients' changing needs and financial circumstances.
  • Acquire and develop new business from new/existing clients and professional introducers.

Requirements:

  • Diploma in Regulated Financial Planning (or FCA approved equivalent).
  • CF30 status in accordance with the FCA regulations.
  • Experience in networking and attracting new clients through business development and effective business planning.

Benefits:

  • Competitive salary of £50,000 - £70,000 per annum.
  • End-to-end in-house client journey and back-office support.
  • Client-centric proposition and trusted brand reputation.

The successful candidate will have a strong understanding of financial planning and be able to communicate complex financial concepts to clients in an easily understandable way.



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