Independent Financial Adviser

2 months ago


Worcester, United Kingdom CV-Library Full time

Independent Financial Adviser - Worcestershire

At AFH, as we grow, we’re looking for an experienced financial advisers to join us. Be part of a progressive and client-focused, financial planning-led wealth management firm as a self-employed or employed adviser.

In this role, you will understand your clients current and future financial goals and formulate easy to understand financial strategies, guiding your clients to financial independence.

This role offers home based / remote working with access to office locations if preferred. There is an expectation to attend face to face client meetings. 

Key Responsibilities as our Independent Financial Adviser will include:

Follow the Six-Stage Advice Process to build long term relationships and deliver excellent Client out-comes.

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 Clients’ 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 programme.

Optimising the use of all marketing opportunities available, including via Social Media and networking with Introducers and other professionals to develop new business.

Developing and maintaining good Client & introducer relationships through Client meetings, seminars and continuous feedback to the team and Contact Centre.

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 whilst analysing information, conducting research and preparing financial planning reports best suited to the individual Clients' requirements covering all areas of advice.

Delivering accurate Management Information as requested.

What we are looking for in our ideal Independent Financial Adviser:

Diploma in Regulated Financial Planning (or FCA approved equivalent) and to maintain CF30 status in accordance with the FCA regulations.

Clear demonstration of a client centric approach with a well presented and articulate manner and dedication to doing the right thing for our clients.

Excellent interpersonal skills, approachability, and professionalism. Harnessing IT skills to embrace the 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, Professional and Retail Clients.

Benefits as an Independent Financial Adviser at AFH:

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.

AFH Platform to deliver efficient and cost-effective solutions.

Established Practice Buy Out option on exit.

Consultative marketing support.

IT technology through XPlan our POS system.

Administration Support

With over 30 years of experience and more than 200 accredited advisers nationwide, AFH is one of the UK’s leading independent financial advisory firms.

If you or anyone that you know are interested in becoming a part of our growing community as an Independent Financial Adviser, get in touch and click ‘APPLY’ today or email us via . We look forward to hearing from you


  • Financial Adviser

    6 months ago


    Worcester, United Kingdom Capio Recruitment Full time

    **Financial Adviser** **Worcester** **£40,000-£90,000 + Bonus** **The Company** Capio Recruitment is working with an award-winning wealth management business who are known for providing industry leading services. Alongside being an Independent Firm, this company operates a client first approach, and looking for advisers who carry a similar ethos. The...

  • Financial Adviser

    7 months ago


    Worcester, United Kingdom Jigsaw Recruitment Full time

    **Financial Adviser: Home based position covering Worcester, West Midlands£45,000 to £85,000 with excellent benefits that include a company car** Jigsaw Recruitment is pleased to be working with this leading name within the Financial Services industry. Our client is looking to recruit additional Financial Advisers to their ever expanding sales team. This...


  • Worcester, United Kingdom Jigsaw Recruitment Full time

    **Financial Sales Adviser - Covering Worcester, West Midlands : £25,000 to £45,000: Company Car, Laptop, Mobile and excellent benefits package** Jigsaw Recruitment are recruiting self motivated and target individuals to join our clients growing sales team, this position would be covering Worcester **Sales Adviser Role**: Reporting to the area manager you...


  • Worcester, Worcestershire, United Kingdom AFH Wealth Management Full time

    Job SummaryWe 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 RoleThis role offers home-based working with access to office locations if...

  • Financial Planner

    3 weeks ago


    Worcester, Worcestershire, United Kingdom Premier Jobs UK Limited Full time £50,000 - £75,000

    OverviewPremier Jobs UK Limited is a highly respected Independent Financial Advisor firm in Worcester, providing quality leads and existing clients to experienced advisors. We are looking for a skilled Financial Advisor to join our team and deliver exceptional advice to our clients.Salary and BenefitsWe offer a competitive salary of £50,000 - £75,000 per...


  • Worcester, United Kingdom Platform Housing Group Full time

    **Are you passionate about making a difference in people’s lives?** We currently have an exciting opportunity available within our Income Team for a Successful Tenancies Adviser. This is a genuinely rewarding role where you will have the opportunity to make a real difference in people’s lives, as you will be speaking to vulnerable people to offer...

  • Mortgage Adviser

    6 months ago


    Worcester, United Kingdom HSBC Full time

    -Job description If you’re looking for a career that will help you stand out, join HSBC and fulfil your potential. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further. The Mortgage Adviser will provide a range of services to...


  • Worcester, United Kingdom NHS Herefordshire and Worcestershire Integrated Care Board Full time

    **The Professional Adviser Pharmacy and Medicines will**: Support and lead work as part of the Medicines Pharmacy and Clinical Policy Team, to promote sustainable, high quality and safe medicines use within the available resources for the population of Herefordshire and Worcestershire. As a senior lead operating in a highly political and sensitive...


  • Worcester, United Kingdom CV-Library Full time

    Role: Reporting to the Area Manager, the Financial Adviser will be required to service existing clients and achieve regular sales of new business to achieve individual and company sales objectives whilst providing on going quality customer service. This will include advising clients on an extensive range of Pension/Savings & Protection Insurance products in...


  • Worcester, Worcestershire, United Kingdom HCR Full time

    Key ResponsibilitiesAs a Financial Services Regulatory Expert, you will advise on a range of issues across the breadth of financial service clients. This includes providing wide-ranging financial services regulatory advice covering emerging technologies such as digital assets/cryptocurrencies.Developing and maintaining knowledge on issues within the...


  • Worcester, Worcestershire, United Kingdom Premier Jobs UK Limited Full time

    Job OverviewWe are seeking an experienced Financial Planning Expert to join our team in Worcester, working from home with high-quality leads and existing clients provided.This is a unique opportunity to collaborate with a reputable IFA firm known for continually improving their client proposition and featured in the industry press for their success.The...


  • Worcester, United Kingdom TwentySeven Tech Ltd Full time

    **About us**. A professional, agile and professional financial services provider. Those who join this purpose-driven organisation enjoy a culture of collaboration, creativity, and mutual respect and are challenged to do their best to make a difference every day. They help everyday families achieve their financial goals and make a lasting difference in their...


  • Worcester, United Kingdom Old Mutual Full time

    Description This role provides advice on a specific range of products to a specific allocated market and are individually accountable for achieving results through their own efforts. An accredited financial adviser provides pro-active, on demand financial service and advice to customers within an allocated customer market. You will be accountable for...

  • Hr Adviser

    1 month ago


    Worcester, United Kingdom Worcestershire Acute Hospitals Nhs Trust Full time

    Job summary Exciting opportunities has arisenfor 2 full time or part time HR Advisors to join our Advisory team on apermanent basis.You will be confident in providing credible and professionaladvice on all workforce related matters to our 6,000+ colleagues across theorganisation.We encourage flexible and hybridworking and will work with the successful...

  • Financial Analyst

    7 days ago


    Worcester, Worcestershire, United Kingdom Four Squared Recruitment Ltd Full time

    Job Summary:We are seeking an experienced Financial Analyst to join our team in Worcester. As a Part-Time Bookkeeper, you will be responsible for maintaining accurate financial records, managing accounts, and supporting business operations.Key Responsibilities:Accounts payable and receivable managementInvoice and payment processingBank reconciliations and...


  • Worcester, Worcestershire, United Kingdom Wca Full time

    We are seeking an exceptional individual to fill the position of Honorary Treasurer within our organization. As the current Treasurer's term draws to a close, we need someone who can take on the responsibilities of managing our finances effectively.About the RoleThis is a key position that involves working closely with other officers to ensure the smooth...


  • Worcester, United Kingdom Worcestershire Acute Hospitals NHS Trust Full time

    To support the Financial Services team in providing a comprehensive accounting service which will facilitate the smooth and efficient running of the Finance Department function in compliance with statutory and NHS Improvement guidelines, established accounting concepts and standards along with providing a comprehensive, customer focused, financial service to...


  • Worcester, Worcestershire, United Kingdom Premier Jobs UK Limited Full time

    Job DescriptionThis is a unique opportunity to join Premier Jobs UK Limited as a Financial Advisor, working from home with quality leads and existing clients.The role offers:A chance to take over an existing client bank and support your growthContinually improving the client proposition and featured in industry press for successA unique chance to join a...


  • Worcester, Worcestershire, United Kingdom Bruin Full time

    Company Overview:Wealth Managers in the UK seek a skilled Financial Planning Coordinator to join their HNW team. Located in Worcestershire, this role offers a rewarding career opportunity for individuals with experience in financial planning and administration.Job Description:The ideal candidate will support Wealth Planners with daily tasks, including...


  • Worcester, Worcestershire, United Kingdom Premier Jobs UK Limited Full time

    Job Title: Financial Services ManagerWe are seeking an experienced Financial Advisor to join our team in a home-based role. This opportunity offers quality leads and existing clients, providing a unique chance for growth and development.The ideal candidate will have a strong track record of success in the industry, with excellent communication and...