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Date Added: YESTERDAY

Independent Financial Adviser

Sheffield, UK
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Company: CLAYTON DAVIES LTD

Job Type: Permanent, FullTime

Salary: £45,000 - £50,000 per annum

Job Description:

Our client is a growing wealth management firm who are looking for an experienced Independent Financial Adviser to join the team.

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.
  • 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).
  • Previous experience as a Financial Adviser
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