Jobs in York, United States
Independent Financial Advisor
Clayton Davies
Platform Engineer (Azuredevops), Remote
eTeam Workforce Limited
Senior Mechanical Engineer Remote
Kintec Global Recruitment
National Specifications Manager
SRS Recruitment Solutions
Discover more opportunities than anywhere else. Find more jobs nowPrincipal Software Engineer
Fruition Group
Head of Sales – Part-Time - Remote
Afef Digital | Growth Marketing, Paid Ads & Creative Agency
Self Employed Trade Plate Driver
DMN Logistics Ltd
Connect with headhunters to apply for similar jobsOnline Product Testing - $25-$45 per hour
OCPA
Account Executive - South West UK
OpenTable
Schools Safeguarding Officer - North
Witherslack Group
Network Security Engineer - Zscaler (ZIA/ZPA)
ECS Resource Group Ltd
Category Manager – Hard FM
Bramwith Consulting
Lead Fullstack Developer
Hexwired Recruitment Limited
UX Research Lead (Remote)
Forbes Advisor
Senior Business Development Manager
Mulberry Recruitment
Product Support Specialist
TimeXtender
Business Account Manager 12 Month FTC
pladis
Training Provider Approval Manager
Merrifield Consultants
Independent Financial Advisor
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
Education
⭐️ 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.
- 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.
- 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.
* The salary benchmark is based on the target salaries of market leaders in their relevant sectors. It is intended to serve as a guide to help Premium Members assess open positions and to help in salary negotiations. The salary benchmark is not provided directly by the company, which could be significantly higher or lower.