Independent Financial Adviser – Holistic Wealth Solutions
Listed on 2026-09-21
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Finance & Banking
Financial Advisor / Consultant, Wealth Management, Portfolio & Asset Management, Financial Sales
Clayton Davies Ltd seeks an Independent Financial Adviser to join our wealth management client’s team in the United Kingdom. You will inherit a full client bank and provide holistic, independent whole-of-market advice to clients, following a standardised process and maintaining detailed records of advice.
You will analyse clients’ circumstances and finances to tailor suitable solutions, ensure outcomes meet Advice Standards and Consumer Duty, deliver clear verbal and written recommendations,
Join us at Clayton Davies Ltd as our next Independent Financial Adviser – Holistic Wealth Solutions in Scotland, United Kingdom.
The Independent Financial Adviser – Holistic Wealth Solutions role at Clayton Davies Ltd is now open for applications in Scotland, United Kingdom.
We are currently recruiting a Independent Financial Adviser – Holistic Wealth Solutions for our team in Scotland, United Kingdom.
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