Independent Financial Advisor

JR United Kingdom; Bournemouth; Remote; GBP 45,000 - 60,000; Full time

Job summary

A successful wealth management firm seeks an Independent Financial Adviser to join the team, providing comprehensive client-focused advice with full support. The role requires a strong background in financial planning and excellent communication skills, ensuring client outcomes meet their highest standards.

Qualifications

• Previous experience as a Financial Adviser is required.
• Competence in financial advising must be maintained with a documented CPD program.

Responsibilities

• Provide comprehensive independent advice covering the entire market.
• Maintain accurate client records and ensure compliance with Advice Standards.
• Analyze clients’ circumstances to establish suitable financial solutions.

Skills

Client Management

Analytical Skills

Communication

Education

RQF level 4 Diploma in Regulated Financial Planning

SPS Statement of Professional Standing

Job description

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Client:

Clayton Davies

Location:

bournemouth, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Views:

8

Posted:

09.06.2025

Expiry Date:

24.07.2025

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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 advice to customers, covering the entire 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 appropriate records in line with the company’s record-keeping and file quality requirements.
• Ensure that competence to provide advice is maintained, with a documented CPD program.

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

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