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.
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Published 12 hours ago
Expires 3 weeks from now
6 views · 0 interested
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Clayton Davies Ltd
Manchester
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