Independent Financial Advisor

JR United Kingdom; Doncaster; Remote; GBP 35,000 - 60,000; Full time

Job summary

A wealth management firm in Doncaster is seeking an Independent Financial Adviser to offer clients comprehensive market advice, ensuring adherence to advice standards. The ideal candidate will possess a Level 4 Diploma in Regulated Financial Planning and previous experience in advising clients, ensuring best practices in client service.

Qualifications

• Previous experience as a Financial Adviser required.
• Must maintain competence through CPD.
• Strong adherence to company Advice Standards.

Responsibilities

• Provide holistic independent market advice to clients.
• Analyze clients’ finances to recommend suitable solutions.
• Maintain client records in line with company requirements.

Skills

Client-centric communication

Financial analysis

Regulatory knowledge

Education

RQF Level 4 Diploma in Regulated Financial Planning

SPS Statement of Professional Standing

Job description

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Client:

Clayton Davies

Location:

doncaster, 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 practices.
• 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 program of CPD, which should be undertaken and documented.

Qualifications and Experience Required:

• 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.

Please note that 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.