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- Tasks: Provide independent financial advice to clients pre, at, and in retirement via phone.
- Company: Join a growing wealth management firm focused on client-centric solutions.
- Benefits: Remote work with monthly office visits fully expensed; all leads provided.
- Why this job: Make a real impact on clients' financial futures while working in a supportive environment.
- Qualifications: Experience in financial advising and a commitment to maintaining high standards required.
- Other info: Opportunity for continuous professional development and growth within the company.
The predicted salary is between 36000 - 60000 £ per year.
REMOTE BASED BUT YOU MUST BE ABLE TO BE IN THEIR YORKSHIRE BASED OFFICE ONCE PER MONTH (FULLY EXPENSED) Job Description: Our client is a growing wealth management firm who are looking for a Independent Financial Adviser to join the team. You will dispense independent whole of market financial advice to clients pre, at and in retirement. It will be a telephone advice based role covering all of the UK with all leads provided and qualified. The role will involve taking responsibility for the following; 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 approaching, at and in retirement. 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. …
Independent Financial Adviser employer: Clayton Davies Ltd
Contact Detail:
Clayton Davies Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Independent Financial Adviser
✨Tip Number 1
Familiarize yourself with the latest financial regulations and consumer duty policies. This knowledge will not only help you in your role but also demonstrate your commitment to maintaining high standards in client care.
✨Tip Number 2
Network with other financial advisers and professionals in the industry. Building relationships can provide valuable insights and potential referrals, which are crucial for success in a telephone advice-based role.
✨Tip Number 3
Practice your communication skills, especially over the phone. Since this role involves providing advice remotely, being able to convey complex information clearly and effectively is essential.
✨Tip Number 4
Stay updated on market trends and financial products. This will enable you to offer comprehensive and tailored advice to clients, ensuring their needs are met as they approach retirement.
We think you need these skills to ace Independent Financial Adviser
Some tips for your application 🫡
Understand the Role: Make sure you fully understand the responsibilities of an Independent Financial Adviser. Familiarize yourself with the key aspects of providing holistic financial advice, especially for clients approaching retirement.
Tailor Your CV: Highlight your relevant experience in financial advising, particularly any roles that involved client interaction and providing tailored financial solutions. Emphasize your ability to work independently and manage client relationships effectively.
Craft a Strong Cover Letter: In your cover letter, express your passion for helping clients achieve their financial goals. Mention your understanding of the importance of adhering to company standards and consumer duty policies, as well as your commitment to continuous professional development.
Showcase Your Communication Skills: Since this role involves telephone-based advice, demonstrate your strong communication skills in both your CV and cover letter. Provide examples of how you've successfully communicated complex financial information to clients in the past.
How to prepare for a job interview at Clayton Davies Ltd
✨Understand the Company’s Values
Before your interview, take some time to research the wealth management firm. Understand their values and how they prioritize client-centric approaches. This will help you align your answers with their expectations.
✨Prepare for Scenario-Based Questions
Expect questions that assess your ability to handle real-life client situations. Prepare examples from your past experience where you provided holistic financial advice and achieved positive outcomes for clients.
✨Demonstrate Your Knowledge of Compliance
Since the role involves adhering to company Advice Standards and Consumer Duty Policy, be ready to discuss your understanding of compliance in financial advising. Highlight any relevant training or certifications you have.
✨Showcase Your Communication Skills
As this is a telephone advice-based role, effective communication is key. Practice articulating your thoughts clearly and concisely. You might also want to prepare a mock consultation to demonstrate your advising style.
