Independent financial adviser Work, Jobs in Callington, Con (with Salaries)

Independent Financial Adviser
AFH Financial Group —Launceston
- Full-time
- Business development
12d
Paraplanner
TFA Trusted Financial Advice —Plymouth
- £35,000 - £45,000 a year
- Full-time
- Mentoring
- In-person
- AI
- Free parking
- Life insurance
Quick apply
Financial Services Administrator (Experienced)
Sound Financial Management Ltd —Plymouth
- £27,000 - £35,000 a year
- Full-time
- Customer service
- Analysis skills
- Organisational skills
- Life insurance
Quick apply
14d
Financial Planner
TFA Trusted Financial Advice —Plympton
- £40,000 - £60,000 a year
- Full-time
- CRM software
- In-person
- Communication skills
- Life insurance
- Sick pay
Quick apply

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Paraplanner
TFA Trusted Financial Advice —Plymouth
Collaborate with operational and administrative staff to improve handovers, workflow, and case progression. Work closely with advisers to research, design, and…
£35,000 - £45,000 a year
Quick apply
Paraplanner/IFA Report Writer
Medical & General Independent Financial Advisers Ltd —Ottery Saint Mary
Collect and collate information in accordance with the principles of ‘know your client’ and ensure all the required compliance documentation is present and…
£25,000 - £40,000 a year
Quick apply

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Independent Financial Adviser

AFH Financial Group -
Launceston

Apply Now

Job details

Permanent | Full-time
12 days ago

Qualifications

Financial Conduct Authority guidelines
Lead generation for financial services industry
Social media marketing
Financial advisory experience
Client engagement
Financial report writing
Business development
Relationship management
Networking
Business lead generation

Full job description

Annual salary: Competitive salary, bonus and benefits

Independent Financial Adviser

At AFH, as we grow, we’re looking for an 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 Responsibilities as our Independent Financial Adviser will include:

Follow the Six-Stage Advice Process to build long term relationships and deliver excellent client outcomes
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 [email protected]. We look forward to hearing from you!

Apply Now

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