Current jobs related to Independent Financial Adviser - Leicestershire - AFH Financial Group

  • Self Employed Financial Advisor

    5 days ago

    Leicestershire, United Kingdom Fram Search Full time

    70% 30% fee split - Hinckley/Nuneaton/Leicestershire - Boutique financial advice company A boutique financial advice company based in Leicestershire is looking for an experienced Financial Advisor to work closely with their friendly, supportive team. This is the ideal opportunity for an already qualified Financial Advisor who has a desire to grow their...

  • Payroll Adviser

    3 weeks ago

    Loughborough, Leicestershire, United Kingdom Duncan & Toplis Full time

    Join Duncan & Toplis Duncan & Toplis is one of the UK's largest independent accountants and business advisers. Celebrating our 100-year anniversary in 2025, we are on course for the biggest period of growth in our history. Our vision to be the team that clients always choose to work with and where talented people belong remains at the forefront and guides...

  • Home Based Financial Planning Administrator

    5 days ago

    Leicestershire, United Kingdom mbf. Full time

    **Home Based Financial Planning Administrator - Anywhere in the UK, remote working - Full time ideally (reduced hours considered) - £13.50 per hour (appx £25K Full Time Equivalent)** MB Fitzgerald are currently helping to recruit an experienced Financial Services Administrator, working for a business who specialise in providing outsourced Administration...

  • Financial Accountant

    2 weeks ago

    Kegworth, Leicestershire, United Kingdom Refresco Full time

    Step into the heart of global finance as our Financial Accountant , where you’ll forecast multi‑currency cash flows, lead alcohol compliance with HMRC, and drive FX strategy, reporting, and monthly close processes. In this fast‑paced international FMCG powerhouse, you’ll combine technical expertise with strategic influence, ensuring financial control...

  • Financial Accountant

    1 week ago

    Kegworth, Leicestershire, United Kingdom Refresco Full time

    Step into the heart of global finance as our Financial Accountant, where you'll forecast multi‐currency cash flows, lead alcohol compliance with HMRC, and drive FX strategy, reporting, and monthly close processes. In this fast‐paced international FMCG powerhouse, you'll combine technical expertise with strategic influence, ensuring financial control and...

  • Financial Accountant

    1 week ago

    Kegworth, Leicestershire, United Kingdom Refresco Full time

    Step into the heart of global finance as our Financial Accountant, where you'll forecast multi‐currency cash flows, lead alcohol compliance with HMRC, and drive FX strategy, reporting, and monthly close processes. In this fast‐paced international FMCG powerhouse, you'll combine technical expertise with strategic influence, ensuring financial control and...

  • Business Services Advisor

    17 hours ago

    Leicestershire, United Kingdom Insite Group Full time

    Business Services Adviser LeicestershireWe are seeking an experienced and commercially minded accountant to join us as a Business Services Adviser, supporting the delivery of high-quality compliance, advisory, and performance-enhancing services for a diverse portfolio of clients across Leicestershire. About Business Services Adviser Role in LeicestershireYou...

  • Interim Finnacial Controller

    2 weeks ago

    Leicestershire, United Kingdom Athwal Resourcing Limited Full time

    Are you an immediately available or at short notice experienced Financial Controller? If so, my client who operates within the Aviation Industry needs your help to cover for 3 months over the summer. Reporting to the Finance Director and the Managing Director,you will ideally be a qualified accountant with a good all round accounting experience of financial...

  • Compliance Review Officer

    7 days ago

    Leicestershire, United Kingdom SF Group Full time

    Job Title: Compliance Review Officer Contract: Full Time, Permanent Location: North Leicester, Leicestershire **Salary**: up to £25,000pa Hours : Office based but option to work 2 days from home after 6 months The commercial division at SF Recruitment are currently working with a large organisation based in Leicester, to recruit for a Compliance Review...

  • Finance Director

    3 days ago

    Leicestershire, United Kingdom Page Personnel Full time

    Involvement in a buy and build.Opportunity to lead a PE backed exitAbout Our ClientThis is a well-established and profitable SME organisation operating within a high growth market segment providing technical/engineering support services for off-site operations. Following recent PE investment they will continue to grow organically and with bolt on...

Independent Financial Adviser

3 weeks ago

Leicestershire, United Kingdom AFH Financial Group Full time

**Independent Financial Adviser - Rutland**

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.

**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 Para Planning support, with lead generation from our call centre based in Birmingham..
- 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.
- Full Admin Support
- Full para planning and technical 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.