Financial Planning Specialist

2 days ago


Sheffield, Sheffield, United Kingdom Clayton Davies Full time

Overview

We are a growing wealth management firm seeking an experienced Financial Planning Specialist to join our team in Yorkshire. As an Independent Advice Provider, you will be responsible for dispensing high-quality financial advice to clients across the UK.

Salary and Benefits

The estimated salary for this role is £50,000 - £70,000 per annum, depending on experience. In addition to a competitive salary, we offer a range of benefits including comprehensive training and development opportunities.

Job Description

As a Financial Planning Specialist with Clayton Davies, you will be responsible for providing fully holistic independent whole-of-market advice to clients approaching, at, or in retirement. You will work closely with clients to understand their financial circumstances and develop tailored solutions to meet their needs.

Required Skills and Qualifications

  • RQF Level 4 Diploma in Regulated Financial Planning (or equivalent)
  • At least 2 years' experience in a Financial Advice role

Benefits

We offer a supportive and collaborative work environment, regular professional development opportunities, and a competitive salary package.



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