Independent Financial Adviser – Holistic Wealth Solutions
Listed on 2026-10-06
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Finance & Banking
Financial Advisor / Consultant, Wealth Management, Portfolio & Asset Management
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,
We would love to welcome a new Independent Financial Adviser – Holistic Wealth Solutions to our organisation in Scotland, United Kingdom.
Take a moment to read everything above and see whether this role is right for you.
This posting is for the Independent Financial Adviser – Holistic Wealth Solutions role at Clayton Davies Ltd, based in Scotland, United Kingdom.
We are looking to fill the Independent Financial Adviser – Holistic Wealth Solutions position at Clayton Davies Ltd in Scotland, United Kingdom.
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