Clayton Davies is seeking an Independent Financial Adviser to join its wealth management team. The role involves delivering holistic, whole-of-market advice, analysing client finances and ensuring compliance with regulatory standards and Consumer Duty.
The successful candidate will maintain high standards, document recommendations, and keep records up to date while pursuing CPD to maintain competence.
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Independent Financial Adviser — Whole-of-Market Wealth 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.
