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