Clayton Davies Ltd
Our client is a growing wealth management firm who are looking for an experienced Independent Financial Advisor to join the team.
The role will involve taking responsibility for the following:
- 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.
Key Requirements:
- RQF level 4 Diploma in Regulated Financial Planning (or equivalent).
- Previous experience as a Financial Adviser
- Ideally hold CAS status
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.
To apply for this job please visit www.reed.co.uk.
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