REMOTE BASED BUT YOU MUST BE ABLE TO BE IN THEIR YORKSHIRE BASED OFFICE ONCE PER MONTH (FULLY EXPENSED) Job Description: Our client is a growing wealth management firm who are looking for a Independent Financial Adviser to join the team. You will dispense independent whole of market financial advice to clients pre, at and in retirement. It will be a telephone advice based role covering all of the UK with all leads provided and qualified. The role will involve taking responsibility for the following; Operating to the highest standards within a client centric environment, practicing a standardised process for advising clients and maintaining records of advice. Provide fully holistic independent whole of market advice to customers approaching, at and in retirement. Analysis of clients’ circumstances and finances to establish suitable solutions for their differing needs. Ensure client outcomes adhere to company Advice Standards and Consumer Duty Policy. Providing clients with comprehensive verbal and documented recommendations in line with the company’s best practice. Ensure best practice and client outcomes. Ensure that records are kept appropriately in line with the company’s record keeping and file quality requirements. Ensuring that competence to provide advice is maintained and a programme of CPD is undertaken and documented. Key Requirements: RQF level 4 Diploma in Regulated Financial Planning (or equivalent). At least 2 years experience in a Financial Advice role.