Independent Financial Advisor

JR United Kingdom; Birmingham; Remote; GBP 30,000 - 50,000; Full time

Job summary

A leading wealth management firm is seeking an Independent Financial Adviser to provide high-quality advice and support to clients. This home-based role emphasizes client relationships and best practice advice standards. Candidates should possess a relevant diploma and have experience in the financial advisory field.

Qualifications

• Experience as a Financial Adviser is required.
• Ability to maintain CPD and up-to-date skills is essential.

Responsibilities

• Provide independent financial advice using a client-centric approach.
• Maintain records according to company standards.
• Deliver holistic solutions tailored to clients' needs.

Skills

Client-centric service

Holistic advice

Record-keeping

Regulatory compliance

Education

RQF Level 4 Diploma in Regulated Financial Planning

SPS Statement of Professional Standing

Job description

Social network you want to login/join with:

Independent Financial Advisor, Birmingham

Client:

Clayton Davies

Location:

Birmingham, United Kingdom

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 advice to clients across the whole market.
• Analyze clients’ circumstances and finances to establish suitable solutions for their needs.
• Ensure client outcomes adhere to company Advice Standards and Consumer Duty Policy.
• Provide clients with comprehensive verbal and documented recommendations in line with best practices.
• Maintain proper records in line with company record-keeping and file quality requirements.
• Keep skills up-to-date by undertaking and documenting CPD activities.

Qualifications & Experience:

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

Due to high application volume, we cannot respond to everyone directly. If you are not contacted within 7 working days, you have not been shortlisted.

Clayton Davies acts as an employment agency on behalf of our client.