Independent Financial Adviser

⭐️ Independent Financial Adviser

Remote Based

c.£55,000 + 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:

• 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 an...

Ready to Apply?

Submit your application today and join our talented team at Clayton Davies.