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Responsibilities
As our Independent Financial Adviser, your responsibilities will include:
1. Developing an understanding of the AFH Financial Group's strategy and core values, representing the AFH brand professionally and courteously.
2. Maintaining Fit and Proper, and TCF requirements in accordance with AFH Financial Group's processes, and keeping personal CPD records up to date.
3. Meeting regulatory requirements, including disclosure, costs of services, and advised products.
4. Following the Six-Stage Advice Process to build long-term relationships and deliver excellent client outcomes.
5. Reviewing and responding to clients' changing needs and circumstances, and keeping them informed about new financial products and legislative changes.
6. Acquiring and developing new business from clients and introducers through planning, referrals, and lead generation programs.
7. Utilizing marketing opportunities, including social media and networking, to develop new business.
8. Maintaining good client and introducer relationships through meetings, seminars, and feedback.
9. Contacting clients to arrange meetings in various settings, including virtually via Microsoft Teams.
What we are looking for in our ideal Independent Financial Adviser:
1. Diploma in Regulated Financial Planning or FCA-approved equivalent, with CF30 status maintained.
2. Client-centric approach with professionalism and dedication to doing right by clients.
3. Excellent interpersonal skills, approachability, and IT proficiency for virtual communication.
4. Experience in networking, business development, and building relationships with various client groups.
Benefits as an Independent Financial Adviser at AFH:
* Additional clients from acquisitions and internal purchases, if desired.
* Car allowance of £400/month and reimbursed mileage.
* Contributory pension scheme, death-in-service benefit, and other benefits.
* 25 days annual leave plus statutory holidays.
* Support for client base building and future planning.
* Financial stability for transitioning to self-employment if needed.
* Reputable brand and ongoing learning culture.
* Efficient AFH Platform solutions.
* Guaranteed exit plan and employee referral scheme.
With over 30 years of experience and more than 200 advisers nationwide, AFH is a leading independent financial advisory firm.
If you're interested or know someone who might be, please get in touch and click 'APPLY' today or email us at recruitment@afhgroup. We look forward to hearing from you!
Job ID 723415
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