At a Glance
- Tasks: Provide holistic financial advice and support clients in achieving their financial goals.
- Company: Successful wealth management firm with a client-centric approach.
- Benefits: Competitive salary and full paraplanning and administration support.
- Other info: Join a dynamic team with opportunities for professional development.
- Why this job: Make a real difference in clients' lives while growing your financial expertise.
- Qualifications: RQF level 4 Diploma in Regulated Financial Planning and 2 years of experience.
The predicted salary is between 40000 - 50000 £ per year.
Our client, a successful wealth management firm, are looking for an 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).
- Minimum of 2 years 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 Adviser in Manchester 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.
StudySmarter Expert Advice🤫
We think this is how you could land Independent Financial Adviser in Manchester
✨Tip Number 1
Network like a pro! Get out there and connect with other financial advisers and industry professionals. Attend local events or join online forums to build relationships that could lead to job opportunities.
✨Tip Number 2
Showcase your expertise! Create a personal brand by sharing insights on social media or writing articles about financial advice. This not only demonstrates your knowledge but also makes you more visible to potential employers.
✨Tip Number 3
Prepare for interviews by practising common questions and scenarios specific to financial advising. We recommend role-playing with a friend to boost your confidence and refine your responses.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to reach out directly.
We think you need these skills to ace Independent Financial Adviser in Manchester
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Independent Financial Adviser role. Highlight your experience in providing holistic advice and any relevant qualifications, like your RQF level 4 Diploma. We want to see how you can bring value to our client!
Showcase Your Skills:In your cover letter, showcase your skills in client analysis and record-keeping. Mention specific examples of how you've maintained high standards in previous roles. This will help us understand how you fit into our client-centric environment.
Be Clear and Concise:When writing your application, be clear and concise. Use straightforward language and avoid jargon unless it's necessary. We appreciate a well-structured application that gets straight to the point!
Apply Through Our Website:Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures it gets to the right people. Plus, it shows you’re keen on joining our team!
How to prepare for a job interview at Clayton Davies
✨Know Your Stuff
Make sure you brush up on your financial knowledge, especially around holistic advice and the latest market trends. Being able to discuss specific cases or examples from your experience will show that you're not just book-smart but also practical.
✨Client-Centric Mindset
Since this role is all about providing tailored advice, think of ways to demonstrate your client-centric approach. Prepare examples where you've gone above and beyond for clients, and how you ensure their needs are always at the forefront of your advice.
✨Understand the Company’s Standards
Familiarise yourself with the company’s Advice Standards and Consumer Duty Policy. During the interview, refer to these standards when discussing how you maintain compliance and ensure best practices in your previous roles.
✨Show Your Commitment to CPD
Be ready to talk about your Continuous Professional Development (CPD). Highlight any courses or training you've undertaken recently, and express your enthusiasm for ongoing learning in the financial sector. This shows that you’re serious about maintaining your competence as an adviser.
