Clayton Davies Ltd

6 open roles

United Kingdom

Locations: Leeds · Manchester · Reading

Independent Financial Advisor
Clayton Davies Ltd·United Kingdom
Our client, a successful wealth management firm, are looking for an Independent Financial Adviser to join the team. You will have a full client bank to inherit. Role & Responsibilities: 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…
- On-site
- Full-time
- £50k–£75k / yr
16d ago
Trainee Training & Competence Supervisor
Clayton Davies Ltd·Manchester, United Kingdom
Our client is a leading national IFA firm who are seeking a Trainee T&C Supervisor to join their T&C team. This role offers an excellent opportunity for someone with strong technical financial planning knowledge who is keen to develop expertise in adviser coaching, assessment, and professional development. Working closely with advisers, leadership teams, and training specialists, you will play an…
- On-site
- Full-time
17d ago
Training & Competence Supervisor
Clayton Davies Ltd·Leeds, United Kingdom
We are a working with a leading national IFA firm committed to delivering exceptional financial planning and wealth management services to clients across the UK. As part of their continued growth, they are seeking two experienced Training & Competence Supervisor’s to join the team, one based in the North and one based in the South . You will play a…
- On-site
- Full-time
- £60k–£70k / yr
Jul 28
Training & Competence Supervisor
Clayton Davies Ltd·Reading, United Kingdom
We are a working with a leading national IFA firm committed to delivering exceptional financial planning and wealth management services to clients across the UK. As part of their continued growth, they are seeking two experienced Training & Competence Supervisor’s to join the team, one based in the North and one based in the South . You will play a…
- On-site
- Full-time
- £60k–£70k / yr
Jul 28
Compliance File Reviewer
Clayton Davies Ltd·Manchester, United Kingdom
HOME BASED FROM ANYWHERE IN THE UK Our client is a leading compliance consultancy firm operating in the wealth management/IFA space who are seeking an experienced Level 4 qualified File Reviewer to join their growing compliance and quality assurance team. In this role, you will be responsible for carrying out detailed file checks to ensure all advice provided by the…
- On-site
- Full-time
- £50k–£55k / yr
Jul 23
Head of Financial Planning & Advice
Clayton Davies Ltd·United Kingdom
Our client is a growing IFA firm who is seeking an experienced and commercially minded financial planning leader to take responsibility for a high-performing advisory function. This role combines strategic leadership with client-facing advisory work, offering the opportunity to influence business growth, shape adviser development, and deliver outstanding outcomes for affluent and high-net-worth clients. As part of the senior leadership…
- On-site
- Full-time
Jul 22

Independent Financial Advisor

Trainee Training & Competence Supervisor

Training & Competence Supervisor

Training & Competence Supervisor

Compliance File Reviewer

Head of Financial Planning & Advice