Independent Financial Advisor Holistic Wealth Solutions

4 days ago


Manchester, United Kingdom Clayton Davies Ltd Full time

A growing wealth management firm in Manchester is seeking an experienced Independent Financial Advisor to deliver holistic market advice and ensure compliance with regulatory standards. Candidates should possess an RQF level 4 Diploma in Regulated Financial Planning and prior experience in advising clients. Responsibilities include providing tailored financial solutions and maintaining thorough documentation in line with best practices. Join a team dedicated to high standards of client service and financial excellence.
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