Our client, a successful wealth management firm, are looking for an Independent Financial Adviser to join the team. You will have a full client bank to inherit. 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), ideally studying towards or already achieved Chartered Financial Planner status. Minimum of 3 years experience as a Financial Adviser
Independent Financial Advisor employer: Clayton Davies Ltd Careers
Join a leading wealth management firm that prioritises client satisfaction and professional development. With a full client bank to inherit, you will thrive in a supportive environment that encourages continuous learning and adherence to the highest standards of financial advice. Enjoy a culture that values integrity and excellence, providing you with the tools and opportunities to grow your career as an Independent Financial Advisor.
Contact Details:
Clayton Davies Ltd Careers Recruitment Team
