Home
Sheffield
Financial planner
Independent Financial Adviser

Independent Financial Adviser

Clayton Davies Ltd

Posted 11 hours ago, valid for 16 days

Sheffield, South Yorkshire S5 8DP

£25,000 - £30,000 per annum

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

Our client, a growing wealth management firm, is seeking an experienced Independent Financial Adviser to join their team.
The role requires a minimum of two years of experience in financial advising and a RQF level 4 Diploma in Regulated Financial Planning or equivalent.
Key responsibilities include providing holistic independent advice, analyzing clients' financial situations, and ensuring compliance with company standards.
The position offers a salary range of £50,000 to £70,000, depending on experience and qualifications.
Candidates must demonstrate a commitment to maintaining their competence and engaging in continuous professional development.

Job Description:

Our client is a growing wealth management firm who are looking for an experienced Independent Financial Adviser to join the team.

The role will involve taking responsibility for the following

Operating to the highest standards within a client centric environment, practicing a standardised process for advising clients and maintaining records of advice.
Provide fully holistic independent whole of market advice to customers.
Analysis of clients’ circumstances and finances to establish suitable solutions for their differing needs.
Ensure client outcomes adhere to company Advice Standards and Consumer Duty Policy.
Providing clients with comprehensive verbal and documented recommendations in line with the company’s best practice.
Ensure best practice and client outcomes.
Ensure that records are kept appropriately in line with the company’s record keeping and file quality requirements.
Ensuring that competence to provide advice is maintained and a programme of CPD is undertaken and documented.

Key Requirements:

RQF level 4 Diploma in Regulated Financial Planning (or equivalent).
Previous experience as a Financial Adviser

Apply now in a few quick clicks

Independent Financial Adviser

Financial Planner

Financial Planner - Sheffield/Derbyshire

Financial Planner