Independent Financial Adviser

1 Days Old

Independent Financial Adviser – Gloucestershire This is an opportunity for someone to build their experience as an Independent Financial Adviser. You will learn to service and build upon a client portfolio on an employed basis, delivering a consistent and outstanding client experience. 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. Key Responsibilities as our Independent Financial Adviser will include: Developing an understanding of the AFH Financial Group's strategy and core values representing the AFH brand in a professional and courteous manner Complying with AFH's advice process, maintaining regulatory competence and KPI standards to ensure all activities meets the business standards. Continually driving improvements in quality of advice and client files Continuously maintain Fit and Proper, and TCF requirements, in accordance with AFH Financial Group's processes and procedures, and maintain up to date personal CPD records and knowledge Meeting the regulatory aspects of the role, e.g. requirements for disclosure, costs of the services provided and also the advised products Follow the Six-Stage Advice Proc...
Location:
Gloucester
Salary:
not provided
Category:
Admin, Office, Secretarial & PA

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