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25 Financial Services / Investment jobs in Accrington, Lancashire

Independent Financial Adv...

Salary not available. View on company website.

AFH Financial Group, Preston

  • Full time
  • Permanent

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Posted today, 25 Apr

Manager - Actuarial Life ...

Salary not available. View on company website.

KPMG International Cooperative, City Centre, Manchester

  • Full time
  • Permanent

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Posted today, 25 Apr

Metals & Mining Equity Re...

Salary not available. View on company website.

Deutsche Bank AG, Can be based anywhere.

  • Full time
  • Permanent

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Posted today, 25 Apr

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Credit Risk Management (C...

Salary not available. View on company website.

Deutsche Bank AG, Can be based anywhere.

  • Full time
  • Permanent

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Posted today, 25 Apr

Assistant Manager, Client...

Salary Not Specified

Deloitte, Can be based anywhere.

  • Full time
  • Permanent

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Posted today, 25 Apr

Operations Associate (Iss...

Salary not available. View on company website.

Fitch Group, City Centre, Manchester

  • Full time
  • Permanent

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Posted today, 25 Apr

Client Manager

Salary not available. View on company website.

Close Brothers Group, City Centre, Manchester

  • Full time
  • Permanent

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Posted today, 25 Apr

Senior Risk & Control Spe...

£52000

Virgin Money, Can be based anywhere.

  • Full time
  • Permanent

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Posted today, 25 Apr

Management Reporting Deli...

£59000

Virgin Money, Can be based anywhere.

  • Full time
  • Permanent

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Posted today, 25 Apr

Consolidation Control Man...

£59000

Virgin Money, Can be based anywhere.

  • Full time
  • Permanent

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Posted today, 25 Apr

Banking Product Control L...

Salary Not Specified

Natwest, Manchester

  • Full time
  • Permanent

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Posted 1 day ago, 24 Apr

Banking Product Control L...

Salary Not Specified

Natwest, Manchester

  • Full time
  • Permanent

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Posted 1 week ago, 16 Apr

Manager - Transaction Ser...

Salary not available. View on company website.

KPMG International Cooperative, City Centre, Manchester

  • Full time
  • Permanent

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Posted 1 week ago, 14 Apr

Technical Payroll Consult...

£28000

AXA UK plc, Bolton

  • Full time
  • Permanent

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Posted 1 week ago, 14 Apr

Administrative Assistant ...

Salary Not Specified

Deloitte, Can be based anywhere.

  • Full time
  • Permanent

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Posted 1 week ago, 14 Apr

Modelling Senior Analyst ...

£41000

Virgin Money, Can be based anywhere.

  • Full time
  • Permanent

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Posted 1 week ago, 14 Apr

IFRS9 Modelling Specialis...

£45000

Virgin Money, Can be based anywhere.

  • Full time
  • Permanent

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Posted 1 week ago, 14 Apr

Secured Credit Risk Manag...

£73000

Virgin Money, Can be based anywhere.

  • Full time
  • Permanent

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Posted 1 week ago, 14 Apr

Governance Reporting Anal...

£41000

Virgin Money, Can be based anywhere.

  • Full time
  • Permanent

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Posted 1 week ago, 14 Apr

Modelling Manager Virgin ...

£75000

Virgin Money, Can be based anywhere.

  • Full time
  • Permanent

Apply on company site

Posted 1 week ago, 14 Apr
Close

Independent Financial Adviser

Salary not available. View on company website.

AFH Financial Group, Preston

  • Remote working
  • Full time
  • Permanent
Apply on Company Website
Search for similar jobs

Posted today, 25 Apr

Job ref: 7f71f61f307e46e3afae101f55e4ac66

Full Job Description

Independent Financial Adviser - Preston 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. 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 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 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 recruitment@afhgroup.com . We look forward to hearing from you!

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