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Independent Financial Advisor

2 months ago

South Yorkshire, United Kingdom Clayton Davies Full time

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).
  • SPS Statement of Professional Standing by FCA accredited body
  • At least 2 years experience in a Financial Advice role.