Independent Financial Consultant

3 weeks ago


Sheffield, Sheffield, United Kingdom Clayton Davies Full time

As a Senior Wealth Advisor at Clayton Davies, you can expect a competitive salary of £60,000 - £80,000 per annum. Our ideal candidate will possess a RQF level 4 Diploma in Regulated Financial Planning and a minimum of 2 years' experience in a Financial Advice role.

About the Role

This is an exciting opportunity to join our growing wealth management firm as an Independent Financial Consultant. You will be responsible for providing high-quality, independent whole-of-market financial advice to clients across the UK.

Responsibilities and Requirements
  • Develop and maintain strong relationships with clients, delivering exceptional service and advice.
  • Analyse complex financial situations, identifying opportunities for growth and improvement.
  • Maintain accurate records of advice provided, ensuring compliance with company regulations.
  • RQF level 4 Diploma in Regulated Financial Planning (or equivalent).
  • A minimum of 2 years' experience in a Financial Advice role.


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