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Financial Services Professional

2 months ago


South Yorkshire, United Kingdom Clayton Davies Full time

Job Title: Independent Financial Advisor

About the Role:

We are seeking a highly skilled and experienced Independent Financial Advisor to join our team at Clayton Davies. As a key member of our wealth management team, you will be responsible for providing expert financial advice to clients across the UK.

Key Responsibilities:

  • Client-Centric Approach: You will operate within a client-centric environment, adhering to the highest standards of professionalism and integrity.
  • Financial Planning: You will provide comprehensive financial planning advice to clients, taking into account their individual circumstances and goals.
  • Analysis and Recommendations: You will analyze clients' financial situations and provide tailored recommendations to help them achieve their financial objectives.
  • Record Keeping: You will maintain accurate and up-to-date records of client interactions and advice provided.
  • Professional Development: You will commit to ongoing professional development, staying up-to-date with industry developments and best practices.

Requirements:

  • Qualifications: RQF level 4 Diploma in Regulated Financial Planning (or equivalent)
  • Professional Standing: SPS Statement of Professional Standing by FCA accredited body
  • Experience: At least 2 years of experience in a Financial Advice role