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Financial Planning Specialist

2 months ago

South Yorkshire, United Kingdom Clayton Davies Full time

About the Role:

Clayton Davies is seeking a highly skilled and experienced Independent Financial Adviser to join our team. As a key member of our wealth management team, you will be responsible for providing independent, whole-of-market financial advice to clients across the UK.

Key Responsibilities:

  • Deliver exceptional client service, operating to the highest standards within a client-centric environment.
  • Provide comprehensive, holistic financial advice to clients, taking into account their individual circumstances and financial goals.
  • Analyze clients' financial situations and develop tailored solutions to meet their needs.
  • Ensure that all advice is delivered in line with our company's Advice Standards and Consumer Duty Policy.
  • Develop and maintain strong relationships with clients, providing ongoing support and guidance.
  • Stay up-to-date with industry developments and best practices, ensuring that your knowledge and skills are current and relevant.

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.