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Wealth Management Financial Advisor

Job in Portsmouth, Hampshire County, PO5, England, UK
Listing for: Clayton Davies Ltd
Full Time position
Listed on 2026-10-14
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management, Financial Services
Salary/Wage Range or Industry Benchmark: 45000 - 65000 GBP Yearly GBP 45000.00 65000.00 YEAR
Job Description & How to Apply Below

Clayton Davies Ltd. is seeking a Financial Adviser to join the wealth management team.

The role focuses on providing compliant, client-centered financial advice, analysing client circumstances, and delivering both verbal and documented recommendations in line with best practices. You will ensure adherence to Advice Standards and Consumer Duty, maintain thorough records, and engage in ongoing CPD to sustain professional competence.

This opening is for the Wealth Management Financial Advisor role at Clayton Davies Ltd.

Are you ready to take on the Wealth Management Financial Advisor role at Clayton Davies Ltd?

We would love to welcome a new Wealth Management Financial Advisor to our organisation in United Kingdom.

For the Wealth Management Financial Advisor position at Clayton Davies Ltd, we are reviewing applications now.

Step into the Wealth Management Financial Advisor role at Clayton Davies Ltd in United Kingdom and grow with us.

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