Independent Financial Adviser
Manchester
Competitive Salary
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
Clayton Davies is acting as an employment agency on behalf of our client.
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Independent Financial Adviser in Coalville 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.
