Independent Financial Advisor

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

Job summary

A successful wealth management firm seeks an Independent Financial Adviser to deliver holistic financial solutions from a home-based setting. The ideal candidate will have a Level 4 Diploma in Regulated Financial Planning, providing high-quality advice and maintaining client records with full support from paraplanning and administration.

Qualifications

• Experience as a Financial Adviser required.
• Maintain competence through CPD programs.
• Ability to analyze clients’ financial circumstances.

Responsibilities

• Provide comprehensive independent advice and recommendations to clients.
• Ensure compliance with company advice standards and consumer duty policy.
• Maintain detailed and accurate client records.

Skills

Client-Centric Approach

Holistic Financial Advice

Record Keeping

Education

RQF Level 4 Diploma in Regulated Financial Planning

Statement of Professional Standing by FCA-accredited body

Job description

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Client:

Clayton Davies

Location:

Portsmouth, Hampshire, 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 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 through a program of CPD that is undertaken and documented.

Requirements 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 an FCA-accredited body.

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.