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- Tasks: Provide expert financial planning and advice to clients while managing a client base.
- Company: Join a thriving independent financial planning firm with a strong UK presence.
- Benefits: Enjoy a competitive salary, bonuses, and the flexibility of hybrid work.
- Why this job: Be part of a growing team that values professional development and client success.
- Qualifications: Must hold or be working towards Level 4 diploma and have experience with Microsoft tools.
- Other info: Ideal for those local to Bath looking to advance in financial planning.
The predicted salary is between 39000 - 65000 £ per year.
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 Bath.
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 Bath 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 local to Bristol and be Level 4 Diploma qualified. If this role sounds like it could be for you, and you would like some more information please send your CV to Samantha.durbridge@idexconsulting.com.
Contact Detail:
IDEX Consulting Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Advisor (Bath)
✨Tip Number 1
Network with professionals in the financial planning industry, especially those who are already working in Bath. Attend local finance events or join relevant online forums to connect with potential colleagues and gain insights about the firm.
✨Tip Number 2
Familiarise yourself with the latest trends and regulations in financial planning. This will not only enhance your knowledge but also demonstrate your commitment to continuous professional development during any discussions with the hiring team.
✨Tip Number 3
Prepare to discuss your experience with client management and how you’ve successfully generated new business in previous roles. Be ready to share specific examples that highlight your ability to convert leads into clients.
✨Tip Number 4
Research the firm’s recent acquisitions and growth strategies. Understanding their business model will allow you to tailor your conversation and show how you can contribute to their ongoing success as a Financial Planner.
We think you need these skills to ace Financial Advisor (Bath)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your qualifications, particularly your Level 4 diploma and any relevant experience in financial planning. Use keywords from the job description to demonstrate that you meet the requirements.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial planning and your desire to work with clients. Mention specific experiences that align with the responsibilities outlined in the job description.
Highlight Relevant Skills: Emphasise your proficiency in Microsoft Word and Excel, as well as your ability to maintain compliance with company processes and regulatory requirements. These skills are crucial for the role.
Showcase Client Relationship Management: Provide examples of how you've successfully managed client relationships in the past. This could include generating new client enquiries or maintaining a high level of client service, which is essential for this position.
How to prepare for a job interview at IDEX Consulting Ltd
✨Know Your Numbers
As a Financial Advisor, you'll need to demonstrate your understanding of financial concepts and figures. Brush up on key metrics and be prepared to discuss how you would approach financial planning for clients.
✨Showcase Your Client Relationship Skills
This role involves maintaining and developing client relationships. Be ready to share examples of how you've successfully built rapport with clients in the past and how you handle difficult conversations.
✨Familiarise Yourself with Regulatory Requirements
Understanding compliance is crucial in this role. Make sure you can discuss relevant regulations and how you ensure that your advice meets these standards. This will show your commitment to professionalism.
✨Prepare Questions for the Interviewers
Interviews are a two-way street. Prepare insightful questions about the firm's growth, culture, and expectations for the role. This shows your genuine interest and helps you assess if the company is the right fit for you.
