Independent Financial Adviser

⭐️ Independent Financial Adviser

📍 South West London

💰 c.£60,000 + Bonus

Our client, a successful wealth management firm, are looking for an Independent Financial Adviser to join the team. You will receive full paraplanning and administration support.

Role & Responsibilities: 📋

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• Operating to the highest standards within a client centric environment, practicing a standardised process for advising clients and maintaining records of advice.
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• Provide fully holistic independent whole of market advice to customers.
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• Analysis of clients’ circumstances and finances to establish suitable solutions for their differing needs.
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• Ensure client outcomes adhere to company Advice Standards and Consumer Duty Policy.
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• Providing clients with comprehensive verbal and documented recommendations in line with the company’s best practice.
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• Ensure best practice and client outcomes.
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• Ensure that records are kept appropriately in line with the company’s record keeping and file quality requirements.
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• Ensuring that competence to provide advice is maintained and a programme of CPD is undertaken and documented.
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Do you have the following to apply? '05;

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• RQF level 4 Diploma in Regulated Financial Planning (or equivalent).
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• Minimum of 2 years experience as a Financial Adviser
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• Hold SPS Statement of Professional Standing by FCA accredited body
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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.