At a Glance
- Tasks: Provide holistic financial advice and maintain client records to ensure top-notch service.
- Company: Successful wealth management firm with a client-centric approach.
- Benefits: Inherit a full client bank and enjoy professional development opportunities.
- Other info: Join a dynamic team and enhance your career in a supportive environment.
- Why this job: Make a real difference in clients' financial lives while growing your expertise.
- Qualifications: RQF level 4 Diploma in Regulated Financial Planning and 3 years of experience required.
The predicted salary is between 49500 - 60500 £ per year.
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
- 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.
Independent Financial Advisor in Manchester employer: Clayton Davies Ltd Careers
Join a leading wealth management firm that prioritises a client-centric approach and offers a supportive environment for Independent Financial Advisors. With a full client bank to inherit, you will benefit from comprehensive training and continuous professional development opportunities, ensuring your growth in the financial advisory field. The firm's commitment to best practices and high standards fosters a culture of excellence, making it an ideal place for those seeking meaningful and rewarding employment.
Contact Details:
Clayton Davies Ltd Careers Recruitment Team
