Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Provide expert financial planning and advice to clients while managing a given client base.
- Company: Join a thriving independent financial planning firm with a strong UK presence and growth.
- Benefits: Enjoy a competitive salary, bonuses, and the flexibility of a hybrid work environment.
- Why this job: Be part of a dynamic team focused on client success and professional development.
- Qualifications: Must hold or be working towards a Level 4 diploma in financial planning.
- Other info: This role offers opportunities for continuous professional development and networking.
The predicted salary is between 52000 - 78000 £ per year.
Financial Planner | £65,000 DOE + Bonus | Glasgow / Hybrid We are excited to present an excellent opportunity for a Financial Planner to join a thriving independent financial planning firm as a Review Financial Adviser. In this role, you will provide exceptional financial planning, advice, and service to clients. This is a hybrid position, so candidates should be within a commutable distance of Glasgow. With a well-established presence across the UK, the firm has experienced significant growth through strategic acquisitions. Their ongoing success has resulted in the creation of two brand-new positions in their Glasgow office. The ideal candidate will: Hold CAS – or be working towards Level 4 diploma qualified Experience using Microsoft Word and Excel and databases Desire to be a successful Financial Planner Your role will include but will not be limited to: Look after a client base that will be given to you. Generate new client enquiries and generate advice income from these. Convert the client leads. Undertake sales and marketing activity in line with local/regional/national plans. Work to achieve or exceed annual new business revenue target. Provide expert independent advice to designated clients. Maintenance of \’fit and proper\’ status through continuous professional development, suitable development opportunities and maintenance of SPS. Evidence and maintain knowledge of company policies, processes and guidance. Ensure that client advice and reports are compliant with company processes and regulatory requirements. Use standard template documentation approved by the company. Ensure technical knowledge and general industry knowledge is always maintained. Delivery of a positive client service experience to ensure appropriate client outcomes, client journey and client communication. Speed of response/turnaround time in accordance with service standards set out in procedures and clients kept appropriately appraised. Develop and maintain good working relationships with external professional connections (ensuring appropriate agreements in place) to develop additional business opportunities. Use objectives to focus on key business areas. Highlight personal training needs to ensure a consistent level of service is offered to the business. The successful candidate will need to be Level 4 Diploma qualified. #J-18808-Ljbffr
Financial Adviser (all clients provided) employer: IDEX Consulting
Contact Detail:
IDEX Consulting Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Adviser (all clients provided)
✨Tip Number 1
Network with professionals in the financial planning industry, especially those who are already working in Glasgow. Attend local finance events or webinars to meet potential colleagues and learn more about the firm's culture.
✨Tip Number 2
Familiarise yourself with the latest trends and regulations in financial planning. This will not only help you in interviews but also demonstrate your commitment to continuous professional development, which is crucial for this role.
✨Tip Number 3
Prepare to discuss your approach to client management and how you would generate new enquiries. Think of specific strategies you could implement that align with the company's goals and values.
✨Tip Number 4
Showcase your proficiency in Microsoft Word and Excel during any discussions. Be ready to provide examples of how you've used these tools effectively in previous roles to manage client data or create reports.
We think you need these skills to ace Financial Adviser (all clients provided)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience and qualifications, particularly your Level 4 Diploma and any previous roles in financial planning. Use keywords from the job description to demonstrate your fit for the role.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial planning and your desire to succeed in this role. Mention your experience with client management and how you plan to generate new enquiries, aligning your goals with the company's objectives.
Showcase Technical Skills: Emphasise your proficiency in Microsoft Word, Excel, and any databases you've used. Provide examples of how these skills have helped you in previous roles, especially in delivering compliant and effective client advice.
Highlight Continuous Professional Development: Mention any ongoing training or professional development activities you are engaged in. This shows your commitment to maintaining 'fit and proper' status and staying updated with industry knowledge, which is crucial for this position.
How to prepare for a job interview at IDEX Consulting
✨Showcase Your Qualifications
Make sure to highlight your Level 4 diploma qualification during the interview. Discuss how your education has prepared you for the role and any relevant experiences that demonstrate your expertise in financial planning.
✨Demonstrate Client-Centric Approach
Since you'll be looking after a client base, it's crucial to convey your commitment to providing exceptional service. Share examples of how you've successfully managed client relationships in the past and how you plan to maintain a positive client experience.
✨Familiarise Yourself with Company Policies
Before the interview, take some time to understand the company's policies and processes. Being knowledgeable about their compliance requirements will show that you're serious about adhering to industry standards and can help you stand out as a candidate.
✨Prepare for Sales and Marketing Discussions
As the role involves generating new client enquiries, be ready to discuss your sales and marketing strategies. Think of specific tactics you've used in the past to attract clients and how you can apply those to meet the firm's goals.
