Senior Financial Planning Consultant

3 weeks ago


Sheffield, Sheffield, United Kingdom AFH Wealth Management Full time
Job Overview

A dynamic and experienced Independent Financial Adviser is required to join our team at AFH Wealth Management, based in Sheffield and surrounding areas. This exciting opportunity allows for remote working with access to office locations if preferred, ensuring a great work-life balance.

The ideal candidate will have a strong background in financial planning, excellent communication skills, and a client-centric approach. They will be responsible for understanding clients' current and future financial goals and formulating tailored strategies to guide them towards financial independence.

We offer a competitive salary range of £60,000 - £80,000 per annum, depending on experience, plus benefits and career development opportunities.

Key Responsibilities:

  • Foster long-term relationships with clients through the Six-Stage Advice Process, delivering exceptional outcomes.
  • Monitor and respond to changing client needs, keeping introducers and clients informed about new financial products or legislation affecting their pensions, savings, investments, and financial plans.
  • Acquire and develop new business from existing and new clients, professional introducers, and marketing initiatives.
  • Optimize marketing opportunities, leveraging social media and networking to expand the client base.
  • Maintain strong relationships with clients and introducers through regular meetings, seminars, and continuous feedback.

About You:

  • Diploma in Regulated Financial Planning (or equivalent) and CF30 status as per FCA regulations.
  • Clear demonstration of a client-centric approach, articulate manner, and dedication to doing the right thing for clients.
  • Excellent interpersonal skills, approachability, and professionalism, combined with IT proficiency.


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