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Independent Financial Advisor

Clayton Davies

  • GB - England - London

  • May 24, 2024


Our client is looking for a Financial Planner to join their team. As a Financial Planner, your role is to understand your clients current and future financial goals. • Key Responsibilities: • Develop an understanding of the company's core values • Ensure clients are serviced in a...


Training and Competence Consultant

Clayton Davies


A highly respected Financial Advisory firm is looking for a T&C Consultant to join the business based in the SOUTH WEST. You will support their Financial Advisers on all aspects of training and competency. • The role will involve taking responsibility for the following • Managing induction...


Senior Financial Advisor

Clayton Davies


Our client is an award winning wealth management firm who are looking for an experienced Senior Financial Adviser to join their team. As a Senior Financial Adviser, you will be dealing with high net worth clients and will ensure you deliver a service to be proud of. • Key Responsibilities:...


Financial Advisor

Clayton Davies


Our client is looking for a Financial Planner to join their team. As a Financial Planner, your role is to understand your clients current and future financial goals. • Key Responsibilities: • Develop an understanding of the company's core values • Ensure clients are serviced in a...


Regional Manager

Clayton Davies


Our client, a national financial planning firm, are looking for a Regional Manager based in the South to manage a team of 10 Financial Planners. Key Responsibilities: • Achieving team revenue targets set by the Director • Achieve new business targets set by the Director • Lead business development...


Compliance Officer

Clayton Davies


Our client, a successful Investment Management firm, are looking for an experienced Compliance Officer to join the team to lead, oversee and manage the day to day compliance and operational aspects of their investment management business unit and platform offering, ensuring issues and risks of a...


Independent Financial Advisor

Clayton Davies


Our client, an independent Financial Advisory firm, are looking for an experienced Financial Adviser to join their team. As an employed Independent Financial Adviser, your role is to understand your clients current and future financial goals. Key Responsibilities: • Develop an understanding of the...


Operations Integration Manager

Clayton Davies

  • GB - England - Bristol

  • May 19, 2024


The Operations Integration Manager plays a pivotal role in ensuring seamless integration of processes, policies, workflows, data sets and configurations for newly acquired businesses within the Advice Pillar, in particular, putting into action what comes out of the integration project meetings....


Independent Financial Advisor

Clayton Davies


Our client is looking for a Financial Planner to join their team. As a Financial Planner, your role is to understand your clients current and future financial goals. • Key Responsibilities: • Develop an understanding of the company's core values • Ensure clients are serviced in a...


Regional Manager

Clayton Davies


Our client, a national financial planning firm, are looking for a Regional Manager based in the South to manage a team of 10 Financial Planners. Key Responsibilities: • Achieving team revenue targets set by the Director • Achieve new business targets set by the Director • Lead business development...