Independent Financial Advisor

JR United Kingdom; Basingstoke; On-site; GBP 40,000 - 60,000; Full time

Job summary

A leading wealth management firm is seeking an Independent Financial Adviser in Basingstoke. This role involves providing holistic financial advice, operating to the highest standards, and maintaining client records. The ideal candidate will have relevant qualifications and experience, ensuring best practices and positive client outcomes.

Qualifications

• Proven experience as a Financial Adviser.
• Ideally hold SPS Statement of Professional Standing.

Responsibilities

• Provide holistic independent advice to clients.
• Ensure adherence to company Advice Standards.
• Maintain accurate client records.

Skills

Client-centric advising

Holistic financial advice

Analytical skills

Education

RQF Level 4 Diploma in Regulated Financial Planning

Job description

Social network you want to login/join with:

Independent Financial Advisor, Basingstoke

Client: Clayton Davies

Location:

Job Category:

Other

-

EU work permit required:

Yes

Job Views:

4

Posted:

31.05.2025

Expiry Date:

15.07.2025

Job Description:

Home Based

Our client, a successful wealth management firm, is looking for an Independent Financial Adviser to join the team. You will receive full paraplanning and administration support.

Role & Responsibilities:

• Operate to the highest standards within a client-centric environment, practicing a standardized process for advising clients and maintaining records of advice.
• Provide fully holistic independent whole of market advice to customers.
• Analyze clients’ circumstances and finances to establish suitable solutions for their differing needs.
• Ensure client outcomes adhere to company Advice Standards and Consumer Duty Policy.
• Provide clients with comprehensive verbal and documented recommendations in line with the company’s best practice.
• Ensure best practice and client outcomes.
• Keep records appropriately in line with the company’s record-keeping and file quality requirements.
• Maintain competence to provide advice through a program of CPD, which should be undertaken and documented.

Qualifications & Requirements:

• RQF Level 4 Diploma in Regulated Financial Planning (or equivalent).
• Previous experience as a Financial Adviser.
• Ideally hold SPS Statement of Professional Standing by an 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.