Chartered Financial Planner
Clayton Davies Ltd · Manchester
Job description
About the role
Our client, a successful wealth management firm, is seeking a Chartered Financial Planner to join their team in Manchester. You will inherit a full client bank and operate within a client‑centric environment.
Key responsibilities
- Provide fully holistic, independent whole‑of‑market advice to customers.
- Analyse clients’ circumstances and finances to develop suitable solutions.
- Maintain accurate records of advice in line with company standards and Consumer Duty policy.
- Deliver comprehensive verbal and documented recommendations following best practice.
- Ensure ongoing competence through a documented CPD programme.
Required profile
- RQF Level 4 Diploma in Regulated Financial Planning (or equivalent), ideally progressing towards or already holding Chartered Financial Planner status.
- Minimum of 3 years’ experience as a Financial Adviser.
- Hold SPS (Statement of Professional Standing) from an FCA‑accredited body.
Questions fréquentes
Why are you reporting this job?
Explore further
Salaries, guides and searches in the United Kingdom.
Salaries by job title
Apply in 30 seconds
Enter your email to apply. An account will be created automatically.
By continuing, you accept our terms of use.
Already have an account? Login
A question about this job?
Ask it here: you will get the full job summary by e-mail, right away.
Published 9 hours ago
Expires 3 weeks from now
5 views · 0 interested
Boost your chances
Upload your CV — we will match you with relevant openings.
Analyzing your CV...
Clayton Davies Ltd
Manchester
Related job offers
-
Group Reporting Manager
Robert Walters Operations Limited Manchester -
Finance Assistant
Platinum Recruitment Group Manchester -
Property Credit Controller – Manchester
Platinum Recruitment Group Manchester -
Development Underwriter – Life Sciences
Markel Gibraltar -
Global Insurance & Risk Manager
Bureau Veritas London