Independent Financial Adviser: Whole-of-Market Focus

Independent Financial Adviser: Whole-of-Market Focus

Full-Time No working from home possible
Clayton Davies

Clayton Davies is seeking an Independent Financial Adviser to join the team with full paraplanning and administration support. The role requires delivering independent whole-of-market advice and maintaining rigorous client records.

You will analyse clients' circumstances to design suitable financial solutions and ensure outcomes align with company standards and consumer duty policies. A Diploma and FCA SPS are preferred, with a minimum of two years’ adviser experience.

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Independent Financial Adviser: Whole-of-Market Focus 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.

Clayton Davies

Contact Details:

Clayton Davies Recruitment Team