Independent Financial Advisor

JR United Kingdom; Brighton; On-site; GBP 30,000 - 50,000; Full time

Job summary

A successful wealth management firm in Brighton is seeking an Independent Financial Adviser to provide comprehensive advice and support clients’ financial needs. The role includes record-keeping and adherence to best practices, with full administrative support provided. Ideal candidates should possess a Level 4 Diploma in Financial Planning and have prior advisory experience.

Qualifications

• Experience as a Financial Adviser required.
• Maintain competence through a documented CPD program.

Responsibilities

• Provide holistic independent whole-of-market advice.
• Ensure compliance with company Advice Standards.
• Maintain appropriate client records.

Skills

Client-centric advice

Financial analysis

Quality record-keeping

Education

RQF Level 4 Diploma in Regulated Financial Planning

SPS Statement of Professional Standing (preferable)

Job description

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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 documented CPD program.

Do you meet the following 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 from an FCA-accredited body.

Due to the high volume of applications, 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.