Independent Financial Advisor

JR United Kingdom; Bolton; Remote; GBP 40,000 - 70,000; Full time

Job summary

A leading wealth management firm is seeking an Independent Financial Adviser to provide holistic, client-focused financial advice. Responsibilities include maintaining detailed client records, ensuring adherence to advice standards, and analyzing financial circumstances. Ideal candidates will possess a RQF Level 4 Diploma and have relevant experience in financial advising.

Qualifications

• Fully qualified to provide regulated financial advice.
• Experience as a Financial Adviser required.
• Maintaining ongoing CPD for competence.

Responsibilities

• Provide holistic, market-wide financial advice.
• Ensure compliance with record-keeping and advice standards.
• Analyze and develop solutions for clients' financial needs.

Skills

Client-centric advisory

Holistic independent advice

Financial analysis

Record keeping

CPD activities

Education

RQF Level 4 Diploma in Regulated Financial Planning

SPS Statement of Professional Standing

Job description

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Client:

Clayton Davies

Location:

Bolton, Greater Manchester, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Views:

4

Posted:

31.05.2025

Expiry Date:

15.07.2025

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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 ongoing CPD activities.

Requirements to apply:

• 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 high application volume, we are unable to 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.