Client-Centric Financial Advisor

Company: Clayton Davies Ltd
Apply for the Client-Centric Financial Advisor
Location: Scotland
Job Description:

Clayton Davies Ltd. a premier wealth management firm in the UK, seeks an experienced Financial Adviser to join the team. You will operate within a client-centric framework, following a standardized advice process and keeping thorough records of advice given.

You will analyse clients’ circumstances to design suitable financial solutions while ensuring outcomes comply with Advice Standards and the Consumer Duty Policy. CPD must be undertaken to maintain competence and high professional standards.

#J-18808-Ljbffr…

Posted: October 15th, 2026