At a Glance
- Tasks: Provide exceptional financial planning and advice to clients while generating new enquiries.
- Company: Thriving independent financial planning firm with a strong UK presence.
- Benefits: Hybrid working model, professional development opportunities, and a supportive team environment.
- Other info: Dynamic role with opportunities for career growth and continuous learning.
- Why this job: Join a growing firm and make a real impact on clients' financial futures.
- Qualifications: Experience with Microsoft Word, Excel, and a desire to succeed as a Financial Planner.
The predicted salary is between 40000 - 50000 £ 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 Dundee. With a well-established presence across the UK, the firm has experienced significant growth through strategic acquisitions.
About the Role
- The ideal candidate will hold CAS – or be working towards it.
- Experience using Microsoft Word and Excel and databases.
- Desire to be a successful Financial Planner.
Responsibilities
- 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.
- 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.
Qualifications Required Skills
- Experience using Microsoft Word and Excel and databases.
- Desire to be a successful Financial Planner.
Preferred Skills
- Hold CAS – or be working towards it.
Equal Opportunity Statement: The firm is committed to diversity and inclusivity.
Financial Adviser - Dundee employer: IDEX Consulting Ltd
Join a thriving independent financial planning firm in Dundee, where you will be part of a dynamic team dedicated to providing exceptional client service and financial advice. With a strong focus on employee growth and development, the company offers a supportive work culture that encourages continuous professional development and the opportunity to build meaningful client relationships. Enjoy the benefits of a hybrid working model and the chance to contribute to a well-established firm that values diversity and inclusivity.
