Independent Financial Advisor
1 month ago
Job Summary
We are seeking an Independent Financial Advisor - Worcestershire to join our team at AFH Wealth Management. As a leading independent financial advisory firm, we offer a unique opportunity for individuals to build their client base and advance in their career.
About the Role
This role offers home-based working with access to office locations if preferred. The ideal candidate will have a Diploma in Regulated Financial Planning (or FCA approved equivalent) and CF30 status in accordance with the FCA regulations. We are looking for someone with experience in networking and attracting new clients through business development and effective business planning.
Key Responsibilities
- 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 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.
- 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 Offer
- Support to build your client base and future value.
- 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.
- Administration Support
Salary and Benefits
The estimated salary for this role is £45,000 - £65,000 per annum, depending on experience. AFH Wealth Management offers a comprehensive benefits package, including administration support, opportunities for professional development, and a competitive salary.
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