Independent Financial Advisor

Clayton Davies; Remote; GBP 60,000 - 80,000; Full time

Job summary

A leading wealth management firm is seeking a skilled Independent Financial Adviser to deliver top-tier, client-focused financial advice. You will analyze clients' circumstances and provide independent, whole-of-market solutions. The ideal candidate will possess an RQF level 4 Diploma in Regulated Financial Planning and a strong track record as a Financial Adviser. This home-based role offers a competitive salary around £55,000, plus bonuses, ensuring a rewarding career in a professional environment.

Qualifications

• Experience as a Financial Adviser.
• Competence to provide independent advice.
• Ability to maintain compliance with company standards.

Responsibilities

• Provide independent whole of market advice to clients.
• Analyze clients' financial circumstances for tailored solutions.
• Maintain accurate records as per company policy.

Skills

Client centric advisory

Holistic financial advice

Analysis of financial circumstances

Record keeping

CPD maintenance

Education

RQF level 4 Diploma in Regulated Financial Planning

SPS Statement of Professional Standing

Job description

⭐️ Independent Financial Adviser

📍 Home Based

💰 c.£55,000 + Bonus

Our client, a successful wealth management firm, are looking for an Independent Financial Adviser to join the team.

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.