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: Competitive salary, professional development, and a full client bank to inherit.
- Other info: Opportunity for career growth and ongoing professional development.
- Why this job: Join a dynamic team and make a real difference in clients' financial lives.
- Qualifications: RQF level 4 Diploma in Regulated Financial Planning and 3 years of experience.
The predicted salary is between 59400 - 72600 £ per year.
Our client, a successful wealth management firm, are looking for a
Chartered Financial Planner 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
- #J-18808-Ljbffr
Chartered Financial Planner employer: Clayton Davies Ltd
Join a dynamic and supportive team at our client's established financial advice business, where your role as an IFA Administrator will be pivotal in delivering exceptional client service. With a strong focus on professional development, the company fosters a collaborative work culture that encourages growth and innovation, all while ensuring compliance and high standards are met. Located in a thriving area, employees benefit from a vibrant work environment and opportunities to enhance their skills in the financial sector.
