Independent Financial Advisor

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

Job summary

Une entreprise de gestion de patrimoine prospère recherche un Conseiller Financier Indépendant pour rejoindre son équipe. Le rôle implique une analyse des clients et la fourniture de conseils personnalisés, avec un soutien complet en matière de paraplanification et d'administration.

Qualifications

• RQF Level 4 Diploma in Regulated Financial Planning ou équivalent requis.
• Expérience antérieure en tant que conseiller financier exigée.
• Détention du SPS souhaitée.

Responsibilities

• Fournir des conseils financiers holistiques et indépendants à des clients.
• Analyser les situations et finances des clients pour proposer des solutions adaptées.
• Assurer la conformité avec les normes de conseil de l'entreprise.

Skills

Client-Centric Approach

Holistic Independent Advice

Financial Analysis

Record Keeping

Continued Professional Development (CPD)

Education

RQF Level 4 Diploma in Regulated Financial Planning

SPS Statement of Professional Standing (ideally)

Job description

Social network you want to login/join with:

Independent Financial Advisor, Northampton

Client:

Clayton Davies

Location:

Northampton, United Kingdom

Job Category:

Other

EU work permit required:

Yes

Job Views:

4

Posted:

31.05.2025

Expiry Date:

15.07.2025

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 ongoing CPD activities.

Qualifications & 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 an 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.