Financial Planning Specialist
5 days ago
About the Role:
We are seeking a highly skilled and experienced Financial Planning Specialist 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 our clients, helping them to achieve their long-term financial goals.
Key Responsibilities:
- Provide fully holistic financial advice to clients, taking into account their individual circumstances and financial needs.
- Analyze clients' financial situations and develop suitable solutions to meet their goals.
- Ensure that all advice provided is in line with our company's Advice Standards and Consumer Duty Policy.
- Maintain accurate and up-to-date records of client interactions and advice provided.
- Collaborate with other team members to ensure seamless delivery of financial services to clients.
Requirements:
- RQF level 4 Diploma in Regulated Financial Planning (or equivalent).
- At least 2 years of experience in a financial advice role.
What We Offer:
As a Financial Planning Specialist at Clayton Davies, you will have the opportunity to work with a dynamic and growing wealth management firm, providing expert financial advice to clients across the UK. We offer a competitive salary and benefits package, as well as opportunities for professional development and growth.
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