Remote Independent Financial Advisor: Grow Your Client Base

AFH Financial Group.; Remote; GBP 60,000 - GBP 80,000; Full time

Job summary

A leading UK financial advisory firm is seeking an Independent Financial Adviser to join its growing team in Bromsgrove. The role offers remote working and focuses on building client relationships and formulating financial strategies tailored to client needs. Key qualifications include a Diploma in Regulated Financial Planning and excellent interpersonal skills. This position provides comprehensive support and opportunities for professional growth.

Benefits

End to end in house client journey support

Consultative marketing support

Established Practice Buy Out option

Qualifications

• Demonstrated client centric approach with professionalism.
• Experience in attracting new clients through effective business planning.
• Ability to communicate financial strategies clearly.

Responsibilities

• Follow the Six-Stage Advice Process to build client relationships.
• Review clients' changing financial circumstances regularly.
• Acquire new business from clients and professional introducers.
• Develop and maintain relationships through meetings and feedback.
• Conduct in-depth reviews of clients' financial circumstances.

Skills

Client centric approach

Excellent interpersonal skills

IT skills for virtual communication

Networking and business development

Education

Diploma in Regulated Financial Planning

Job description

A leading UK financial advisory firm is seeking an Independent Financial Adviser to join its growing team in Bromsgrove. The role offers remote working and focuses on building client relationships and formulating financial strategies tailored to client needs. Key qualifications include a Diploma in Regulated Financial Planning and excellent interpersonal skills. This position provides comprehensive support and opportunities for professional growth.