Independent Financial Advisor

JR United Kingdom; Kingston upon Hull; Remote; GBP 30,000 - 50,000; Full time

Job summary

A leading wealth management firm is searching for an Independent Financial Adviser to provide comprehensive financial advice and support to clients. This role will include significant client interaction and requires a Level 4 Diploma in Regulated Financial Planning. You will operate within a client-centric environment, ensuring advice is holistic and adheres to best practices while maintaining high standards.

Qualifications

• Previous experience as a Financial Adviser is required.
• Maintain competence in providing advice.
• Detailed record-keeping following company standards.

Responsibilities

• Provide holistic whole-of-market advice to clients.
• Maintain high standards in client interactions.
• Document and analyze client financial circumstances.

Skills

Client-Centric Approach

Analytical Skills

Communication

Education

RQF Level 4 Diploma in Regulated Financial Planning

SPS Statement of Professional Standing

Job description

Social network you want to login/join with:

Independent Financial Advisor, Kingston upon Hull, East Yorkshire

col-narrow-left

Client:

Clayton Davies

Location:

Kingston upon Hull, East Yorkshire, United Kingdom

Job Category:

Other

-

EU work permit required:

Yes

col-narrow-right

Job Views:

4

Posted:

31.05.2025

Expiry Date:

15.07.2025

col-wide

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 by undertaking and documenting a programme of CPD.

Requirements:

• 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.