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Financial Services Professional
2 months ago
We are seeking a highly skilled Financial Services Professional to join our team at Clayton Davies. As an Independent Financial Consultant, you will play a crucial role in providing expert financial advice to our clients.
Key Responsibilities- Provide holistic financial planning to clients, taking into account their individual needs and circumstances.
- Analyze clients' financial situations and develop tailored 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 financial plans.
- Collaborate with our team to ensure seamless delivery of financial services to our clients.
- Hold a RQF level 4 Diploma in Regulated Financial Planning or equivalent qualification.
- Have a minimum of 2 years' experience in a Financial Advice role.
Clayton Davies is a growing wealth management firm dedicated to providing exceptional financial services to our clients. We are committed to delivering expert advice and guidance to help our clients achieve their financial goals.