Financial Planning Specialist

1 day ago


Sheffield, Sheffield, United Kingdom Clayton Davies Full time
Job Description:

Our client, Clayton Davies, is a reputable wealth management firm seeking a skilled Financial Planning Specialist to join their team. As a Wealth Management Consultant, you will provide expert, independent financial advice to clients across the UK, covering all aspects of financial planning.

Key Responsibilities:
  • Deliver comprehensive, holistic financial advice to clients, taking into account their individual needs and circumstances.
  • Analyze clients' financial situations and develop tailored solutions to meet their goals.
  • Ensure all advice is in line with Clayton Davies' Advice Standards and Consumer Duty Policy.
  • Maintain accurate records and adhere to the company's record-keeping and file quality requirements.
Requirements:
  • RQF level 4 Diploma in Regulated Financial Planning (or equivalent).
  • SPS Statement of Professional Standing by FCA accredited body.
  • At least 2 years of experience in a Financial Advice role.


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