Self-Employed or Employed Financial Adviser
3 weeks ago
At AFH Wealth Management, we pride ourselves on being a forward-thinking financial planning-led wealth management firm. Our team is dedicated to delivering exceptional service and expert advice to our clients, helping them achieve their financial goals.
Salary & Benefits
The estimated salary for this role is £45,000 - £65,000 per annum, dependent on experience and qualifications. As a member of our team, you can expect a competitive salary, plus benefits such as access to ongoing training and development opportunities, a performance-related bonus scheme, and the chance to work with a dynamic and growing team.
Job Description
We are seeking an experienced financial planner to join our team. As a self-employed or employed financial adviser, you will be responsible for developing and implementing financial plans for our clients, taking into account their current and future financial goals.
You will need to have excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues. A proven track record of delivering high-quality services and meeting targets is essential.
Key Responsibilities
- Formulate and implement financial plans for clients based on their current and future goals.
- Build and maintain strong relationships with clients to understand their financial needs and preferences.
- Work collaboratively with colleagues to deliver high-quality services to our clients.
Requirements
To be successful in this role, you will need:
- A recognised professional qualification in financial services, such as R01 or R06.
- Significant experience in financial planning and advice.
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