Independent Financial Advisor

JR United Kingdom; Crawley; Remote; GBP 40,000 - 60,000; Full time

Job summary

A leading wealth management firm is seeking an Independent Financial Adviser to provide comprehensive financial advice to clients. This home-based role ensures a supportive environment with full paraplanning assistance. The position demands a high standard of client service, adherence to industry regulations, and consistent professional development.

Qualifications

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

Responsibilities

• Provide fully holistic independent whole of market advice to customers.
• Ensure compliance with company Advice Standards and Consumer Duty Policy.
• Maintain records in line with company requirements.

Skills

Client Centricity

Analysis of Client Finances

Documentation and Record Keeping

Advising Clients

Education

RQF level 4 Diploma in Regulated Financial Planning

SPS Statement of Professional Standing

Job description

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Independent Financial Advisor, crawley, west sussex

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Client:

Clayton Davies

Location:

crawley, west sussex, 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, are looking for an Independent Financial Adviser to join the team. You will receive full paraplanning and administration support.

Role & Responsibilities: ?

• Operating to the highest standards within a client centric environment, practicing a standardised process for advising clients and maintaining records of advice.
• Provide fully holistic independent whole of market advice to customers.
• Analysis of clients’ circumstances and finances to establish suitable solutions for their differing needs.
• Ensure client outcomes adhere to company Advice Standards and Consumer Duty Policy.
• Providing clients with comprehensive verbal and documented recommendations in line with the company’s best practice.
• Ensure best practice and client outcomes.
• Ensure that records are kept appropriately in line with the company’s record keeping and file quality requirements.
• Ensuring that competence to provide advice is maintained and a programme of CPD is undertaken and documented.

Do you have the following 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 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.