At a Glance
- Tasks: Provide tailored financial advice and manage a full client bank.
- Company: Respected wealth management firm with a strong reputation.
- Benefits: Competitive salary, professional development, and a supportive team environment.
- Other info: Opportunity for career progression towards Chartered Financial Planner status.
- Why this job: Join a dynamic team and make a real difference in clients' financial lives.
- Qualifications: 3+ years of experience and RQF Level 4 Diploma or equivalent.
The predicted salary is between 49500 - 60500 £ per year.
Clayton Davies, a respected wealth management firm, is seeking an Independent Financial Adviser to join the team and inherit a full client bank.
You will deliver holistic, whole‑of‑market advice, analyzing client circumstances to provide tailored solutions while maintaining compliance with industry standards.
The role requires at least 3 years’ experience, an RQF Level 4 Diploma (or equivalent) and ideally progression towards Chartered Financial Planner status.
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Independent Financial Adviser — Inherit Full Client Bank 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.
