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Independent Financial Advisor, Basingstoke
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.
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