At a Glance
- Tasks: Analyse clients' finances and provide tailored financial solutions.
- Company: Join a successful wealth management firm with a strong reputation.
- Benefits: Competitive salary of £60,000 plus bonuses and career growth.
- Other info: Work in a supportive environment focused on client success and compliance.
- Why this job: Make a real difference in clients' financial lives while advancing your career.
- Qualifications: RQF level 4 Diploma in Regulated Financial Planning and 2 years of experience required.
The predicted salary is between 49500 - 60500 £ per year.
Our client, a successful wealth management firm, are looking for an Independent Financial Adviser to join the team.
Responsibilities include:
- 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.
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 in London 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.
