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, full paraplanning support, and ongoing professional development.
- Other info: Join a dynamic team with a commitment to best practices and client outcomes.
- 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 a 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 Warrington 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 Warrington
✨Tip Number 1
Network like a pro! Get out there and connect with other financial advisers and industry professionals. Attend events, join online forums, and don’t be shy about reaching out on LinkedIn. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Practice your pitch! When you get that interview, make sure you can clearly articulate your experience and how it aligns with the role. Prepare examples of how you've provided holistic advice and met client needs in the past. Confidence is key!
✨Tip Number 3
Research the company! Understand their values, services, and client base. This will help you tailor your responses during interviews and show that you're genuinely interested in being part of their team. Plus, it’ll help you ask insightful questions!
✨Tip Number 4
Apply through our website! We’ve got loads of resources to help you land that dream job. Plus, applying directly shows your commitment and makes it easier for us to keep track of your application. Don’t miss out!
We think you need these skills to ace Independent Financial Adviser in Warrington
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 Experience:In your application, don’t just list your previous roles; explain how your experience aligns with the responsibilities mentioned in the job description. We love seeing specific examples of how you've maintained high standards and achieved positive client outcomes.
Be Clear and Concise:When writing your application, keep it clear and to the point. Use straightforward language and avoid jargon unless it's relevant. We appreciate a well-structured application that makes it easy for us to see your qualifications and fit for the role.
Apply Through Our Website:We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you’re considered for the role. Plus, it’s super easy to do!
How to prepare for a job interview at Clayton Davies
✨Know Your Stuff
Make sure you brush up on your knowledge of financial products and regulations. Be ready to discuss your experience with holistic advice and how you've helped clients in the past. This shows you're not just qualified, but also passionate about what you do.
✨Client-Centric Mindset
Since the role is all about providing client-centric advice, think of examples where you've put clients first. Prepare to share stories that highlight your ability to analyse client circumstances and tailor solutions to their needs.
✨Demonstrate Best Practices
Familiarise yourself with the company’s Advice Standards and Consumer Duty Policy. Be prepared to discuss how you ensure compliance and maintain high-quality records. This will show that you take your responsibilities seriously and are committed to best practices.
✨Continuous Professional Development
Highlight your commitment to ongoing learning and development. Discuss any CPD activities you've undertaken recently and how they’ve helped you stay updated in the industry. This demonstrates your dedication to maintaining competence and improving your advisory skills.
