Independent Financial Adviser - Clayton Davies Ltd : Job Details

REMOTE BASED BUT YOU MUST BE ABLE TO BE IN THEIR YORKSHIRE BASED OFFICE ONCE PER MONTH (FULLY EXPENSED)

Job Description:

Our client is a growing wealth management firm who are looking for a Independent Financial Adviser to join the team. You will dispense independent whole of market financial advice to clients pre, at and in retirement. It will be a telephone advice based role covering all of the UK with all leads provided and qualified.

The role will involve taking responsibility for the following;

• 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 approaching, at and in retirement.
• 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.

Key Requirements:

• RQF level 4 Diploma in Regulated Financial Planning (or equivalent).
• At least 2 years experience in a Financial Advice role.