Independent Financial Advisor

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

Job summary

A leading wealth management firm in Warrington is seeking an Independent Financial Adviser to deliver high-quality holistic advice to clients. This role emphasizes maintaining best practices while providing comprehensive financial solutions, backed by extensive support, in a rewarding client-focused environment.

Qualifications

• Experience as a Financial Adviser essential.
• SPS Statement of Professional Standing preferred.

Responsibilities

• Provide holistic financial advice to clients.
• Ensure compliance with company advice standards.
• Document and maintain client records properly.
• Continuously develop professional competence.

Skills

Client-centric service

Holistic market advice

Financial analysis

Record-keeping

Continuous Professional Development

Education

RQF Level 4 Diploma in Regulated Financial Planning

Job description

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Independent Financial Advisor, Warrington, Cheshire

Client:

Clayton Davies

Location:

Job Category:

Other

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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 a program of CPD, which should be 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 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.