Chartered Wealth Planner — Inherit a Full Client Bank

Clayton Davies Ltd; Lancashire; On-site; GBP 60,000 - 90,000; Full time

Job summary

Clayton Davies Ltd is seeking a Chartered Financial Planner to join the wealth management team. You will inherit a full client bank and provide holistic, independent advice across the market.

Role requires a client-centric approach, thorough record keeping, and ongoing CPD to meet company standards and regulatory requirements. You will work within a structured process to maintain high-quality advice for clients.

Qualifications

• RQF level 4 Diploma in Regulated Financial Planning (or equivalent).
• Chartered Financial Planner status ideally achieved or progressing towards.
• Minimum of 3 years' experience as a Financial Adviser.

Responsibilities

• Operate to high client-centred standards and maintain records of advice.
• Provide holistic independent whole of market advice to clients.
• Analyse clients' circumstances and finances to tailor suitable solutions.
• Ensure outcomes comply with Advice Standards and Consumer Duty Policy.

Skills

Client-centric approach

Record keeping

CPD

Holistic whole of market advice

Best practice

Education

RQF level 4 Diploma in Regulated Financial Planning

Chartered Financial Planner status (ideally)

Job description

Clayton Davies Ltd is seeking a Chartered Financial Planner to join the wealth management team. You will inherit a full client bank and provide holistic, independent advice across the market.

Role requires a client-centric approach, thorough record keeping, and ongoing CPD to meet company standards and regulatory requirements. You will work within a structured process to maintain high-quality advice for clients.