Independent Financial Adviser - Clayton Davies Ltd : Job Details

Our client, a national financial planning firm, is looking for a Financial Planner to join the business to help deliver excellent financial planning, advice, and service to clients via a deskbased service model.

Key Responsibilities:

• To provide holistic financial planning solution to private client across the full suite of financial planning solutions.
• Achieving revenue targets set by the business and regional manager.
• Proactively drive for cross selling and referring business into other parts of the group.
• Maintain & nurture existing client relationships, identifying and fulfilling new advice needs where appropriate.
• Generate new client enquiries and generates advice income from these.
• Undertake sales and marketing activity in line with local/regional/ national plans.
• Provide expert independent advice to designated clients in compliance with relevant regulations and company policies and values.
• Ensure that client advice and reports are compliant with company processes and regulatory requirements.
• Use standard template documentation approved by the company
• Ensure technical knowledge and general industry knowledge is always maintained.
• Delivery of a positive client service experience to ensure appropriate client outcomes, client journey and client communication.

Experience Required:

• Diploma in Financial Planning as a minimum qualification
• Track record of providing solid financial advice
• CAS holder (beneficial)