Independent Financial Advisor

JR United Kingdom; West Midlands Combined Authority; Remote; GBP 40,000 - 70,000; Full time

Job summary

Une entreprise de gestion de patrimoine prospère lance une recherche pour un Conseiller Financier Indépendant. Le candidat idéal travaillera à distance, bénéficiant d'un soutien complet en paraplanification et administration, tout en fournissant des conseils intégrés pour divers besoins clients. Une expérience précédente et un diplôme en planification financière sont requis.

Qualifications

• Expérience préalable en tant que Conseiller Financier.
• Titulaire idéalement d'une Attestation de Compétence Professionnelle.

Responsibilities

• Fournir des conseils financiers holistiques à une clientèle.
• Maintenir des normes élevées et des résultats optimaux pour les clients.
• Tenir des dossiers conformément aux exigences de l'entreprise.

Skills

Analyse financière

Conseil client

Normes de conseil

Education

Diplôme RQF Niveau 4 en Planification Financière Régulée

Job description

Social network you want to login/join with:

Independent Financial Advisor, West Midlands

Client:

Clayton Davies

Location:

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 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, which should be undertaken and documented.

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.