Clayton Davies is seeking an Independent Financial Adviser to join a successful wealth management firm. You will inherit a full client bank and provide holistic independent whole of market advice.
You will analyse clients’ circumstances, propose suitable solutions, maintain records to company standards, and ensure client outcomes meet Advice Standards and the Consumer Duty policy. A commitment to CPD and ongoing competence is essential.
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Independent Financial Adviser - Holistic, Whole-of-Market in Manchester 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.
