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Client:
Clayton Davies
Location:
Guildford, 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 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:
* 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.
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