Independent Financial Adviser

OverviewIndependent Financial Adviser - Hertfordshire & North London. At AFH, as we grow, we're looking for 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 ResponsibilitiesFollow the Six-Stage Advice Process to build long term relationships and deliver excellent client outcomesReviewing 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 plansAcquiring and developing new business from new/existing clients and professional introducers, via personal business planning, referrals and company lead generation programmeOptimising the use of all marketing opportunities available, including via social media and networking with introducers and other professionals to develop new businessDeveloping and maintaining good client & introducer relationships through client meetings, seminars and continuous feedback to the team and contact centreContacting corporate and individual clients to set up meetings, either within an office environment, in the clients' homes or business premises or virtually via Microsoft TeamsConducting 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 adviceDelivering accurate management information as requestedIdeal CandidateDiploma in Regulated Financial Planning (or FCA approved equivalent) and to maintain CF30 status in accordance with the FCA regulationsClear demonstration of a client centric approach with a well presented and articulate manner and dedication to doing the right thing for our clientsExcellent interpersonal skills, approachability, and professionalism. Harnessing IT skills to embrace the new virtual/digital ways to communicate with clientsExperience 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 clientsBenefitsSupport to build your client base and future valueEnd to end in house client journey and back-office support with full DIS, Admin and Paraplanning supportClient centric proposition and trusted brand reputation with compelling values and ongoing learning and development cultureAFH Platform to deliver efficient and cost-effective solutionsEstablished Practice Buy Out option on exitConsultative marketing supportIT technology through XPlan our POS systemAdministration SupportWith 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. We look forward to hearing from you #J-18808-Ljbffr