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Client:
Clayton Davies
Location:
bournemouth, United Kingdom
Job Category:
Other
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EU work permit required:
Yes
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Job Views:
8
Posted:
09.06.2025
Expiry Date:
24.07.2025
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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 advice to customers, covering the entire market.
* Analyze clients’ circumstances and finances to establish suitable solutions for their needs.
* Ensure client outcomes adhere to company Advice Standards and Consumer Duty Policy.
* Provide clients with comprehensive verbal and documented recommendations in line with best practices.
* Maintain appropriate records in line with the company’s record-keeping and file quality requirements.
* Ensure that competence to provide advice is maintained, with a documented CPD program.
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 an FCA-accredited body.
Due to the high volume of applications, we cannot respond to everyone directly. If you are not contacted within 7 working days, you have not been shortlisted.
Clayton Davies is acting as an employment agency on behalf of our client.
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