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Responsibilities
1. Follow the Six-Stage Advice Process to build long-term relationships and deliver excellent Client outcomes.
2. Review and respond to Clients' changing needs and financial circumstances, keeping Introducers and Clients updated with new financial products or legislative changes affecting their pensions, savings, investments, and financial plans.
3. Acquire and develop new business from new/existing Clients and professional introducers through personal business planning, referrals, and company lead generation programs.
4. Utilize all marketing opportunities, including Social Media and networking with Introducers and other professionals, to develop new business.
5. Develop and maintain good Client & introducer relationships through meetings, seminars, and continuous feedback to the team and Contact Centre.
6. Contact corporate and individual Clients to set up meetings, either in-office, at Clients' homes or businesses, or virtually via Microsoft Teams.
7. Conduct in-depth reviews of Clients' financial circumstances, current provisions, and future goals, analyzing information, conducting research, and preparing tailored financial planning reports.
8. Deliver accurate Management Information as required.
What we are looking for in our ideal Independent Financial Adviser:
1. Diploma in Regulated Financial Planning (or FCA approved equivalent) and maintain CF30 status per FCA regulations.
2. A client-centric approach with a well-presented, articulate manner, and dedication to doing the right thing for clients.
3. Excellent interpersonal skills, approachability, professionalism, and IT skills to adapt to virtual/digital communication methods.
4. Experience in networking and attracting new Clients through business development, building relationships with Affinity Groups, Business Owners, Entrepreneurs, and other clients.
Benefits as an Independent Financial Adviser at AFH:
1. Support to build your client base and future value.
2. Full in-house client journey and back-office support, including DIS, Admin, and Paraplanning support.
3. A client-centric proposition with a trusted brand and ongoing learning culture.
4. AFH Platform for efficient, cost-effective solutions.
5. Established Practice Buy-Out option on exit.
6. Consultative marketing support.
7. IT technology via XPlan POS system.
8. 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 someone you know is interested in joining our growing community as an Independent Financial Adviser, please click 'APPLY' today or email us at recruitment@afhgroup. We look forward to hearing from you!
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