Independent Financial Adviser

1 month ago


Swindon, United Kingdom CV-Library Full time

Independent Financial Adviser - Swindon

At AFH, as we grow, we’re looking for like-minded 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



  • Swindon, United Kingdom AFH Wealth Management Full time

    Independent Financial Adviser - SwindonAt AFH, as we grow, we’re looking for like-minded 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...


  • Swindon, United Kingdom Mather & Murray Financial Ltd Full time

    About UsMather and Murray Financial Ltd is a leading financial advice firm dedicated to delivering exceptional service and comprehensive advice to our clients. We pride ourselves on our collaborative culture and commitment to professional development.Role OverviewWe are seeking an experienced Financial Services Administrator to support our operations and...


  • Swindon, United Kingdom Mather & Murray Financial Ltd Full time

    About UsMather and Murray Financial Ltd is a leading financial advice firm dedicated to delivering exceptional service and comprehensive advice to our clients. We pride ourselves on our collaborative culture and commitment to professional development.Role OverviewWe are seeking an experienced Financial Services Administrator to support our operations and...


  • Swindon, United Kingdom Jigsaw Recruitment Full time

    **Financial Sales Adviser - Covering Swindon Wiltshire : £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 Swindion **Sales Adviser Role**: Reporting to the area manager you will be...


  • Swindon, United Kingdom Mather & Murray Financial Ltd Full time

    About usMather and Murray Financial is committed to providing comprehensive and personalised financial advice to our clients, helping them achieve their financial goals and secure their financial future. With a focus on integrity, transparency, and client satisfaction, we have built a strong reputation with our clients.Location: SwindonSalary: Competitive,...


  • Swindon, United Kingdom Mather & Murray Financial Ltd Full time

    About usMather and Murray Financial is committed to providing comprehensive and personalised financial advice to our clients, helping them achieve their financial goals and secure their financial future. With a focus on integrity, transparency, and client satisfaction, we have built a strong reputation with our clients.Location: SwindonSalary: Competitive,...


  • Swindon, Swindon, United Kingdom AFH Wealth Management Full time

    About the RoleWe are seeking a highly skilled and motivated Financial Planning Specialist to join our team at AFH Wealth Management.As a key member of our team, you will be responsible for providing expert financial planning and wealth management services to our clients.Key ResponsibilitiesDevelop and implement comprehensive financial plans for clients,...


  • Swindon, Swindon, United Kingdom AFH Wealth Management Full time

    About the RoleWe are seeking a highly skilled and motivated Financial Planning Specialist to join our team at AFH Wealth Management.As a key member of our team, you will be responsible for providing expert financial planning and wealth management services to our clients.Key ResponsibilitiesDevelop and implement comprehensive financial plans for clients,...


  • Swindon, Swindon, United Kingdom AFH Wealth Management Full time

    About the RoleWe are seeking a highly skilled and motivated Financial Planning Specialist to join our team at AFH Wealth Management.Key ResponsibilitiesDevelop and maintain long-term relationships with clients, delivering exceptional financial outcomes through the Six-Stage Advice Process.Review and respond to clients' changing needs and financial...


  • Swindon, Swindon, United Kingdom AFH Wealth Management Full time

    About the RoleWe are seeking a highly skilled and motivated Financial Planning Specialist to join our team at AFH Wealth Management.Key ResponsibilitiesDevelop and maintain long-term relationships with clients, delivering exceptional financial outcomes through the Six-Stage Advice Process.Review and respond to clients' changing needs and financial...


  • Swindon, Swindon, United Kingdom AFH Wealth Management Full time

    About the RoleWe are seeking a highly skilled and experienced Financial Planning Specialist to join our team at AFH Wealth Management. As a key member of our advisory team, you will play a vital role in helping our clients achieve their financial goals and objectives.Key ResponsibilitiesClient Relationship Management: Develop and maintain strong...


  • Swindon, Swindon, United Kingdom AFH Wealth Management Full time

    About the RoleWe are seeking a highly skilled and experienced Financial Planning Specialist to join our team at AFH Wealth Management. As a key member of our advisory team, you will play a vital role in helping our clients achieve their financial goals and objectives.Key ResponsibilitiesClient Relationship Management: Develop and maintain strong...


  • Swindon, United Kingdom BDS Northern Full time

    BDS have an exciting opportunity for an Independent Living Advisor to join our client on a fixed term basis for 6 months in Swindon. Reporting to the Independent Living Manager, you will be responsible for providing an intensive housing management service to sheltered housing and extra care customers. - You will also assist customers in accessing correct...


  • Swindon, Swindon, United Kingdom AMG Search Full time

    About the RoleWe are seeking a highly skilled and experienced Financial Planning and Wealth Management Advisor to join our team at AMG Search. As an IFA, you will be responsible for providing expert financial planning and wealth management advice to a quality client bank.Key ResponsibilitiesProvide financial planning and wealth management advice to...


  • Swindon, Swindon, United Kingdom AMG Search Full time

    About the RoleWe are seeking a highly skilled and experienced Financial Planning and Wealth Management Advisor to join our team at AMG Search. As an IFA, you will be responsible for providing expert financial planning and wealth management advice to a quality client bank.Key ResponsibilitiesProvide financial planning and wealth management advice to...


  • Swindon, United Kingdom Openwork Full time

    **The opportunity**: We're looking for an experienced Financial Promotions Specialist to join the team, taking accountability for the financial promotions activity for our firms. This varied role covers all product lines such as Investments, Pensions, Protection, Mortgages and General Insurance. You'll be working directly with our Advisers, ensuring they are...

  • Financial Controller

    1 month ago


    Swindon, Swindon, United Kingdom HISTORIC ENGLAND Full time

    Financial Controller Opportunity at Historic EnglandWe are seeking a highly skilled Financial Controller to join our team at Historic England. As a key member of our finance department, you will play a crucial role in leading our financial accounting activities, ensuring compliance with accounting standards and regulations, and providing expert advice on...


  • Swindon, United Kingdom The Guinness Partnership Full time

    The Guinness Partnership is one of the leading providers of social housing and care services in England. We build and manage homes and provide housing services to around 140,000 customers nationwide. Our vision is to deliver great service, provide great homes, be a great business and be a great place to work. Because everything we do is about our customers,...


  • Swindon, Swindon, United Kingdom Oval Recruit Full time

    Job Title: Wealth Management AdministratorWe are seeking an experienced Financial Services administrator to join our team in Swindon. As a Wealth Management Administrator, you will work alongside our Advisers and wider Wealth Management Team, supporting with all technical administration and client management queries.Key Responsibilities:Act as a point of...


  • Swindon, Swindon, United Kingdom Oval Recruit Full time

    Job Title: Wealth Management AdministratorWe are seeking an experienced Financial Services administrator to join our team in Swindon. As a Wealth Management Administrator, you will work alongside our Advisers and wider Wealth Management Team, supporting with all technical administration and client management queries.Key Responsibilities:Act as a point of...