đź“Ť Home Based (occasional trips to Yorkshire)
Role & Responsibilities:
* 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.
Do you have the following to apply?
* RQF level 4 Diploma in Regulated Financial Planning (or equivalent).
* Minimum of 2 years experience as a Financial Adviser
* Ideally hold SPS Statement of Professional Standing by FCA accredited body
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