Clayton Davies is seeking an Independent Financial Adviser to join a successful wealth management firm in Manchester. You will inherit a full client bank and provide independent whole-of-market advice to clients.
Operate to high standards in a client-centric environment, maintaining records of advice and ensuring CPD is undertaken. A strong track record as a Financial Adviser and relevant qualifications are required.
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Independent Financial Adviser – Holistic Wealth & Client Base in Coalville employer: Clayton Davies
As a growing IFA firm, we pride ourselves on fostering a supportive and dynamic work environment that prioritises employee development and collaboration. Our home-based model offers flexibility while ensuring our Client Review Team Leader can lead a dedicated team in delivering exceptional service to clients, with opportunities for professional growth through mentoring and hands-on involvement in technical report writing. Join us to be part of a culture that values innovation, teamwork, and the pursuit of excellence in financial advisory services.
