Independent Financial Advisor
Independent Financial Advisor

Independent Financial Advisor

Wakefield Full-Time 44000 - 66000 £ / year (est.) Home office possible
C

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).
  • Previous experience as a Financial Adviser.
  • Ideally 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 Advisor employer: Clayton Davies

Join a leading wealth management firm that prioritises a client-centric approach and offers a supportive home-based work environment. With competitive compensation, including a bonus structure, and comprehensive paraplanning and administration support, this role provides excellent opportunities for professional growth and development in the financial advisory sector. Embrace a culture of excellence and continuous learning while making a meaningful impact on clients' financial futures.
C

Contact Detail:

Clayton Davies Recruiting Team

Independent Financial Advisor
Clayton Davies
C
  • Independent Financial Advisor

    Wakefield
    Full-Time
    44000 - 66000 £ / year (est.)

    Application deadline: 2027-06-22

  • C

    Clayton Davies

Similar positions in other companies
UK’s top job board for Gen Z
discover-jobs-cta
Discover now
>