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- Tasks: Provide holistic financial advice and maintain client records in a client-focused environment.
- Company: Join a growing wealth management firm dedicated to high standards and client satisfaction.
- Benefits: Enjoy a competitive salary up to £55,000, bonuses, and fully expensed travel to Yorkshire every two months.
- Why this job: Be part of a supportive team that values professional development and client success.
- Qualifications: Must have RQF level 4 Diploma in Regulated Financial Planning and previous advisory experience.
- Other info: This is a home-based role with occasional travel; apply quickly as we receive many applications!
The predicted salary is between 44000 - 66000 £ per year.
Job Description
HOME BASED WITH TRAVEL ONCE EVERY TWO MONTHS TO YORKSHIRE (FULLY EXPENSED)
SALARY IS UP TO £55,000 + BONUS
Job Description:
Our client is a growing wealth management firm who are looking for an experienced Independent Financial Advisor to join the team.
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.
- 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.
Key Requirements:
- RQF level 4 Diploma in Regulated Financial Planning (or equivalent).
- Previous 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 - HOME BASED employer: Clayton Davies Ltd
Contact Detail:
Clayton Davies Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Independent Financial Advisor - HOME BASED
✨Tip Number 1
Network with other financial advisors and professionals in the industry. Attend local finance-related events or webinars to make connections that could lead to referrals or insider information about job openings.
✨Tip Number 2
Stay updated on the latest trends and regulations in financial advising. This will not only enhance your knowledge but also demonstrate your commitment to professional development during interviews.
✨Tip Number 3
Prepare to discuss specific case studies or examples from your previous experience that highlight your ability to provide holistic advice and achieve positive client outcomes. This will showcase your expertise and problem-solving skills.
✨Tip Number 4
Familiarise yourself with the company’s values and mission. Tailor your conversations to reflect how your personal approach aligns with their client-centric environment, which can set you apart from other candidates.
We think you need these skills to ace Independent Financial Advisor - HOME BASED
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience as a Financial Advisor, particularly focusing on your ability to provide holistic advice and maintain client records. Use specific examples that demonstrate your adherence to best practices and client outcomes.
Craft a Compelling Cover Letter: In your cover letter, express your passion for client-centric financial advising. Mention your RQF level 4 Diploma and any relevant qualifications, such as the SPS Statement of Professional Standing. Explain why you are a great fit for this role and how your values align with the company's standards.
Showcase Relevant Experience: When detailing your previous roles, focus on your experience in analysing clients' circumstances and providing tailored financial solutions. Highlight any achievements or recognitions that demonstrate your competence and commitment to professional development.
Proofread Your Application: Before submitting, carefully proofread your application for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial in the financial advisory field.
How to prepare for a job interview at Clayton Davies Ltd
✨Know Your Financial Regulations
Make sure you are well-versed in the latest financial regulations and standards, especially those relevant to independent financial advising. This will show your potential employer that you are serious about compliance and client care.
✨Demonstrate Client-Centric Thinking
Prepare examples of how you've previously put clients first in your advisory role. Highlight your ability to analyse client circumstances and provide tailored solutions, as this is crucial for the role.
✨Showcase Your CPD Commitment
Be ready to discuss your Continuous Professional Development (CPD) activities. This demonstrates your commitment to maintaining competence and staying updated with industry changes, which is essential for an Independent Financial Advisor.
✨Prepare for Scenario-Based Questions
Expect scenario-based questions where you may need to outline how you would handle specific client situations. Practising these scenarios can help you articulate your thought process and decision-making skills effectively.