At a Glance
- Tasks: Provide holistic financial advice and support clients in achieving their financial goals.
- Company: Successful wealth management firm with a client-centric approach.
- Benefits: Competitive salary, bonus opportunities, and full paraplanning support.
- Other info: Join a dynamic team with a focus on professional development and client satisfaction.
- Why this job: Make a real difference in clients' lives while growing your financial expertise.
- Qualifications: RQF level 4 Diploma and at least 2 years of experience as a Financial Adviser.
⭐️ Independent Financial Adviser
📍 South West London
💰 c.£60,000 + Bonus
Our client, a successful wealth management firm, are looking for an Independent 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
- 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 City of London 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.
