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- Tasks: Provide independent financial advice to clients across the UK, focusing on retirement planning.
- Company: Join a growing wealth management firm dedicated to client-centric service and high standards.
- Benefits: Enjoy remote work flexibility with monthly office visits fully expensed.
- Why this job: Make a real impact in clients' lives while working in a supportive and professional environment.
- Qualifications: Must have RQF level 4 Diploma in Regulated Financial Planning and 2 years of experience.
- Other info: Opportunity to maintain and enhance your competence through ongoing professional development.
The predicted salary is between 36000 - 60000 £ per year.
REMOTE BASED BUT YOU MUST BE ABLE TO BE IN THEIR YORKSHIRE BASED OFFICE ONCE PER MONTH (FULLY EXPENSED) Job Description: Our client is a growing wealth management firm who are looking for a Independent Financial Adviser to join the team. You will dispense independent whole of market financial advice to clients pre, at and in retirement. It will be a telephone advice based role covering all of the UK with all leads provided and qualified. The role will involve taking responsibility for the following 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 approaching, at and in retirement. 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. Key Requirements: RQF level 4 Diploma in Regulated Financial Planning (or equivalent). At least 2 years experience in a Financial Advice role.
Independent Financial Advisor employer: Clayton Davies
Contact Detail:
Clayton Davies Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Independent Financial Advisor
✨Tip Number 1
Familiarize yourself with the latest regulations and best practices in financial advising. This will not only help you in your role but also demonstrate your commitment to maintaining high standards, which is crucial for this position.
✨Tip Number 2
Network with other financial advisors and professionals in the industry. Engaging with peers can provide insights into the role and may even lead to referrals or recommendations that could strengthen your application.
✨Tip Number 3
Prepare to discuss your experience with holistic financial advice during the interview. Be ready to share specific examples of how you've successfully analyzed clients' circumstances and provided tailored solutions.
✨Tip Number 4
Since this role involves working remotely but requires monthly visits to the Yorkshire office, be prepared to discuss your approach to remote work and how you manage client relationships effectively from a distance.
We think you need these skills to ace Independent Financial Advisor
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in financial advice, particularly focusing on your qualifications and any relevant achievements. Emphasize your RQF level 4 Diploma in Regulated Financial Planning and your two years of experience in a Financial Advice role.
Craft a Compelling Cover Letter: In your cover letter, express your passion for providing independent financial advice and your commitment to client-centric service. Mention your ability to analyze clients' circumstances and provide holistic solutions, as well as your understanding of the company's Advice Standards and Consumer Duty Policy.
Showcase Your Communication Skills: Since this role involves telephone advice, highlight your strong communication skills in both your CV and cover letter. Provide examples of how you've successfully communicated complex financial concepts to clients in the past.
Demonstrate Continuous Professional Development: Mention any ongoing training or CPD activities you are involved in to show your commitment to maintaining competence in providing financial advice. This will demonstrate your dedication to professional growth and adherence to industry standards.
How to prepare for a job interview at Clayton Davies
✨Know Your Financial Products
Make sure you have a solid understanding of the financial products and services you'll be advising on. Be prepared to discuss how different products can meet the needs of clients at various stages of their retirement.
✨Demonstrate Client-Centric Approach
Showcase your ability to put clients first. Prepare examples of how you've previously tailored advice to meet individual client needs, ensuring that you adhere to best practices and company standards.
✨Highlight Your Experience
With at least 2 years in a Financial Advice role, be ready to discuss specific cases where your advice led to positive outcomes for clients. This will demonstrate your competence and ability to provide holistic advice.
✨Prepare for Scenario Questions
Expect scenario-based questions that assess your problem-solving skills. Think about how you would analyze a client's financial situation and what recommendations you would make based on their unique circumstances.
