At a Glance
- Tasks: Provide holistic financial advice and support clients in achieving their financial goals.
- Company: Successful wealth management firm based in Manchester.
- Benefits: Competitive salary and full paraplanning support.
- Other info: Opportunity for professional development and growth in a dynamic environment.
- Why this job: Join a client-focused team and make a real difference in people's financial lives.
- Qualifications: RQF level 4 Diploma in Regulated Financial Planning and 2 years of experience.
The predicted salary is between 40000 - 50000 £ per year.
Our client, a successful wealth management firm, are looking for an Financial Adviser to join the team. You will receive full paraplanning and administration support.
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).
- Minimum of 2 years 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 Adviser in Bolton employer: Clayton Davies
As a leading national Independent Financial Advice firm, we pride ourselves on fostering a supportive and dynamic work environment in Cumbria. Our commitment to employee growth is evident through comprehensive training and development opportunities, alongside competitive compensation packages that include bonuses and benefits. Join us to be part of a culture that values collaboration, innovation, and the pursuit of excellence in financial planning.
StudySmarter Expert Advice🤫
We think this is how you could land Independent Financial Adviser in Bolton
✨Tip Number 1
Network like a pro! Get out there and connect with other financial advisers and industry professionals. Attend local events or join online forums to build relationships that could lead to job opportunities.
✨Tip Number 2
Showcase your expertise! Create a personal brand by sharing insights on social media or writing articles about financial advice. This not only demonstrates your knowledge but also makes you more visible to potential employers.
✨Tip Number 3
Prepare for interviews by practising common questions and scenarios specific to financial advising. We recommend role-playing with a friend to boost your confidence and refine your responses.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we’re always looking for talented individuals like you to join our team!
We think you need these skills to ace Independent Financial Adviser in Bolton
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Independent Financial Adviser role. Highlight your experience in providing holistic advice and any relevant qualifications, like your RQF level 4 Diploma. We want to see how you can bring value to our client!
Showcase Your Skills:In your cover letter, showcase your skills in client analysis and record-keeping. Mention specific examples of how you've maintained high standards in previous roles. This will help us understand how you fit into a client-centric environment.
Be Clear and Concise:When writing your application, be clear and concise. Use straightforward language and avoid jargon unless it's necessary. We appreciate a well-structured application that gets straight to the point!
Apply Through Our Website:Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures it gets to the right people. Plus, it shows you’re keen on joining our team!
How to prepare for a job interview at Clayton Davies
✨Know Your Stuff
Make sure you brush up on your financial knowledge, especially around holistic advice and the latest market trends. Being able to discuss specific cases or examples from your experience will show that you're not just familiar with the theory but can apply it in practice.
✨Understand the Company
Research the wealth management firm thoroughly. Understand their values, client base, and any recent news. This will help you tailor your answers to align with their goals and demonstrate that you're genuinely interested in being part of their team.
✨Prepare for Scenario Questions
Expect questions that ask how you would handle specific client situations. Think about past experiences where you've provided advice and be ready to explain your thought process and the outcomes. This shows your problem-solving skills and client-centric approach.
✨Showcase Your CPD Commitment
Be prepared to discuss your Continuous Professional Development (CPD) activities. Highlight any courses, seminars, or training you've undertaken recently. This demonstrates your commitment to maintaining competence and staying updated in the financial advisory field.
