Clayton Davies Ltd. is seeking a Financial Adviser to join the wealth management team.
The role focuses on providing compliant, client-centered financial advice, analysing client circumstances, and delivering both verbal and documented recommendations in line with best practices. You will ensure adherence to Advice Standards and Consumer Duty, maintain thorough records, and engage in ongoing CPD to sustain professional competence.
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Wealth Management Financial Advisor 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.
