Current jobs related to Independent Financial Adviser - Swindon - CV-Library


  • Swindon, United Kingdom Quilter Financial Planning Full time

    We are a dynamic, professional financial planning practice seeking motivated and career-oriented financial advisers who want to expand on their previous training, develop their earning potential in a holistic financial planning role. We embrace technology and offer complete back-office support, including paraplanning and compliance, allowing you to manage...


  • 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...

  • Financial Advisor

    2 weeks ago


    Swindon, United Kingdom CV-Library Full time

    Are you an experienced Financial Advisor near Swindon, seeking an employed job, based from home with quality leads and existing clients provided? This is a unique opportunity to join a highly respected IFA firm who are continually improving their client proposition and feature in the industry press for their success. The business typically is able to...


  • 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, 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...


  • 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, United Kingdom National Trust Full time

    An opportunity has arisen for two Trees & Woodland Advisers to join the Central Trees and Woodland Team, part of the National Trust’s Central Land and Nature Directorate on a 12-month fixed term contract or potential secondment. Your contribution will be key to National Trust’s ambition to establish and plant 20 million trees by 2030 and integral to...


  • Swindon, United Kingdom Openwork UK Ltd Full time

    The Concert Programme is the delivery of a new CRM platform (ConcertHub) built for our adviser network that will be further developed over a two-year period to provide an intuitive, flexible business system for Wealth, Mortgage and Protection advisers to grow their business in a competitive and compliant way. It also provides clients of advice firms with...


  • Swindon, Swindon, United Kingdom Premier Jobs UK Limited Full time

    Job DescriptionAs a Financial Advisor with Premier Jobs UK Limited, you will have the opportunity to work with a highly respected IFA firm that is continually improving its client proposition and features in the industry press for its success.The business typically provides you with an existing client bank to takeover servicing, either from an internal...


  • Swindon, Swindon, United Kingdom LHH Full time

    LHH is collaborating with a regional professional services firm in Swindon to find an experienced Senior Accountant. The ideal candidate will oversee a diverse portfolio of clients, ensuring accurate financial statement preparation and providing valuable financial insights.Key responsibilities include:Preparing annual accounts and tax computations for...


  • Swindon, Swindon, United Kingdom Edenred Full time

    Take your career to the next level with Edenred, a global leader in payment solutions.We are seeking a skilled Financial Crime Analyst to join our FinCrime 2LoD team, responsible for identifying, assessing, and mitigating financial crime risks.As a key member of our team, you will:Enhance existing risk policies and procedures, becoming a subject matter...

  • Financial Advisor

    4 weeks ago


    Swindon, Swindon, United Kingdom Premier Jobs UK Limited Full time

    Financial Advisor OpportunityWe are seeking a highly skilled Financial Advisor to join our team at Premier Jobs UK Limited. As a Financial Advisor, you will be responsible for providing expert financial planning and investment advice to our clients.Key Responsibilities:Provide financial planning and investment advice to clientsConduct financial needs...

  • Financial Advisor

    4 weeks ago


    Swindon, Swindon, United Kingdom Premier Jobs UK Limited Full time

    Financial Advisor OpportunityWe are seeking a highly skilled Financial Advisor to join our team at Premier Jobs UK Limited. As a Financial Advisor, you will be responsible for providing expert financial planning and investment advice to our clients.Key Responsibilities:Provide financial planning and investment advice to clientsConduct financial needs...


  • Swindon, United Kingdom Vodafone Full time

    **Location: Swindon** **Salary: £ 12.00 per hour + unlimited bonus** **Hours: 40 hours per week** Do you want the chance to build a career in retail? Our Vodafone Partner stores are independent franchises that provide you with the opportunity to develop and contribute to a growing local business. **What will you be doing?** We are seeking a motivated and...


  • Swindon, United Kingdom Openwork Full time

    **The opportunity**: The Concert Programme is the delivery of a new CRM platform (ConcertHub) built for our adviser network that will be further developed over a two-year period to provide an intuitive, flexible business system for Wealth, Mortgage and Protection advisers to grow their business in a competitive and compliant way. It also provides clients of...


  • Swindon, Swindon, United Kingdom RWE AG Full time

    About the RoleRWE Offshore Wind GmbH is seeking a Senior Financial Project Manager to join the Projects & Investments UK&I and Southern Europe team (P&I UK&SE) to support our large scale Offshore Wind Farms.Key ResponsibilitiesCoordinate and steer all financial and financial related workstreams of a project.Support the wider Financial team in the...


  • Swindon, Swindon, United Kingdom RWE AG Full time

    About the RoleRWE Offshore Wind GmbH is seeking a Senior Financial Project Manager to join the Projects & Investments UK&I and Southern Europe team (P&I UK&SE) to support our large scale Offshore Wind Farms.Key ResponsibilitiesCoordinate and steer all financial and financial related workstreams of a project.Support the wider Financial team in the...


  • Swindon, Swindon, United Kingdom Premier Jobs UK Limited Full time

    Financial Advisor OpportunityWe are seeking an experienced Financial Advisor to join our team in the Swindon area. As a Financial Advisor, you will be responsible for providing financial guidance and advice to clients, helping them achieve their financial goals.The ideal candidate will have a strong understanding of financial products and services, excellent...


  • Swindon, Swindon, United Kingdom Edenred Full time

    Take your career to the next level with Edenred, a global leader in payment solutions.We're seeking a highly skilled Financial Crime Analyst to join our FinCrime 2LoD team in Swindon. As a hybrid role, you'll work from our office twice a week, Monday to Friday, between 09:00 - 17:30.Key Responsibilities:Identify, assess, and manage risks, taking proactive...


  • Swindon, Swindon, United Kingdom Edenred Full time

    Take your career to the next level with Edenred, a global leader in payment solutions.We're seeking a highly skilled Financial Crime Analyst to join our FinCrime 2LoD team in Swindon. As a hybrid role, you'll work from our office twice a week, Monday to Friday, between 09:00 - 17:30.Key Responsibilities:Identify, assess, and manage risks, taking proactive...

Independent Financial Adviser

2 months 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