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This job expired on 02/10/2026. It no longer accepts applications.
Independent Financial Advisor
Clayton Davies Ltd · London
Job description
About the role
Our client, a successful wealth management firm, is seeking an Independent Financial Advisor to join their team in London. You will inherit a full client bank and operate within a client‑centric environment, delivering holistic, whole‑of‑market advice.
Key responsibilities
- Provide fully holistic, independent whole‑of‑market advice to customers.
- Analyse clients’ circumstances and finances to identify suitable solutions.
- Maintain accurate records of advice in line with company standards and file‑quality requirements.
- Ensure client outcomes adhere to Advice Standards and Consumer Duty Policy.
- Deliver comprehensive verbal and documented recommendations following best practice.
- Undertake continuous professional development (CPD) and keep competence records up to date.
Required profile
- RQF Level 4 Diploma in Regulated Financial Planning (or equivalent).
- Chartered Financial Planner status – either achieved or in progress.
- Minimum of 3 years’ experience as a Financial Adviser.
- Hold SPS (Statement of Professional Standing) issued by an FCA‑accredited body.
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Clayton Davies Ltd
London
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