Remote Independent Financial Adviser — Surrey

Source: WhatJobs
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AFH Financial Group is seeking an Independent Financial Adviser to service clients in Surrey and beyond. The role combines remote/highly flexible working with face-to-face meetings when required, supported by a robust back-office and DIS/paraplanning support.

You will perform in-depth reviews of clients’ financial goals, deliver tailored strategies, and develop new business with introducers, while leveraging the company platform for efficient client journeys.

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