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- Tasks: Provide holistic financial advice and maintain client records in a supportive environment.
- Company: Join a successful wealth management firm focused on client satisfaction and high standards.
- Benefits: Enjoy a competitive salary, bonuses, and full support for your professional development.
- Why this job: Make a real impact on clients' financial futures while working from home.
- Qualifications: Must have RQF level 4 Diploma in Regulated Financial Planning and prior experience.
- Other info: Opportunity to grow in a dynamic team with ongoing training and support.
The predicted salary is between 44000 - 66000 £ per year.
⭐️ Independent Financial Adviser
📍 Home Based
💰 c.£55,000 + Bonus
Our client, a successful wealth management firm, are looking for an Independent Financial Adviser to join the team. You will receive full paraplanning and administration support.
Role & Responsibilities: 📋
- Operating to the highest standards within a client centric environment, practicing a standardised process for advising clients and maintaining records of advice.
- Provide fully holistic independent whole of market advice to customers.
- Analysis of clients’ circumstances and finances to establish suitable solutions for their differing needs.
- Ensure client outcomes adhere to company Advice Standards and Consumer Duty Policy.
- Providing clients with comprehensive verbal and documented recommendations in line with the company’s best practice.
- Ensure best practice and client outcomes.
- Ensure that records are kept appropriately in line with the company’s record keeping and file quality requirements.
- Ensuring that competence to provide advice is maintained and a programme of CPD is undertaken and documented.
Do you have the following to apply? ✅
- RQF level 4 Diploma in Regulated Financial Planning (or equivalent).
- Previous experience as a Financial Adviser
- Ideally hold SPS Statement of Professional Standing by FCA accredited body
Due to the high volume of applications received we are unable to respond to everyone directly. If you are not contacted within 7 working days, you have unfortunately not been shortlisted.
Clayton Davies is acting as an employment agency on behalf of our client.
Contact Detail:
Clayton Davies Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Independent Financial Advisor
✨Tip Number 1
Network with other financial professionals to gain insights and referrals. Attend industry events or webinars where you can meet potential clients and learn about the latest trends in wealth management.
✨Tip Number 2
Stay updated on regulatory changes and best practices in financial advising. This will not only enhance your knowledge but also demonstrate your commitment to maintaining high standards, which is crucial for this role.
✨Tip Number 3
Consider obtaining additional certifications or training that align with the company's focus on holistic advice. This can set you apart from other candidates and show your dedication to professional development.
✨Tip Number 4
Prepare to discuss specific case studies or examples from your previous experience during interviews. Highlight how you've successfully navigated client needs and provided tailored financial solutions.
We think you need these skills to ace Independent Financial Advisor
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience as a Financial Adviser, focusing on your qualifications like the RQF level 4 Diploma in Regulated Financial Planning. Emphasise any relevant achievements and skills that align with the job description.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial advising and your understanding of client-centric practices. Mention how your previous experience aligns with the responsibilities outlined in the job description.
Highlight Relevant Experience: In your application, clearly outline your previous roles and responsibilities that relate to providing holistic independent advice. Use specific examples to demonstrate your ability to analyse clients' circumstances and deliver tailored solutions.
Proofread Your Application: Before submitting, carefully proofread your application for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial in the financial advisory field.
How to prepare for a job interview at Clayton Davies
✨Know Your Financial Regulations
Make sure you are well-versed in the latest financial regulations and standards. Being able to discuss how you adhere to these in your previous roles will show your commitment to compliance and client care.
✨Demonstrate Client-Centric Thinking
Prepare examples of how you've put clients first in your past experiences. Highlight specific instances where you tailored advice to meet individual client needs, showcasing your holistic approach.
✨Showcase Your Analytical Skills
Be ready to discuss how you analyse clients' financial situations. Bring examples of how your analysis led to successful outcomes, demonstrating your ability to provide suitable solutions.
✨Prepare for Scenario Questions
Expect scenario-based questions that assess your problem-solving skills. Think through potential client situations and how you would handle them, ensuring you align with the company's Advice Standards.
