Independent Financial Adviser Remote 55,000 + Bonus Our client, a successful wealth management firm, are looking for an Independent Financial Adviser to join the team. 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. Ensure that records are kept appropriately in line with the company’s record keeping and file quality requirements. RQF level 4 Diploma in Regulated Financial Planning (or equivalent). Minimum of 2 years experience as a Financial Adviser
Independent Financial Adviser - Financial Planning 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.
