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REMOTE BASED BUT YOU MUST BE ABLE TO BE IN THEIR YORKSHIRE BASED OFFICE ONCE EVERY 2 MONTHS (FULLY EXPENSED)
Job Description:
Our client is a growing wealth management firm who are looking for a Independent Financial Adviser to join the team. You will dispense independent whole of market financial advice to clients pre, at and in retirement. It will be a telephone advice based role covering all of the UK with all leads provided and qualified.
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 approaching, at and in retirement.
- 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).
- At least 2 years experience in a Financial Advice role.
