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. Their ongoing success has resulted in the creation of a position in their Dundee office.
About the Role
The ideal candidate will:
- Hold CAS - or be working towards
- 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
Pay range and compensation package
Not specified
Equal Opportunity Statement
The firm is committed to diversity and inclusivity.
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Financial Adviser - Dundee employer: IDEX Consulting Ltd
As a Product Governance Manager at our Lloyd’s Syndicate in London, you will thrive in a dynamic and supportive work environment that prioritises employee growth and development. We offer a flexible four-day work week, fostering a healthy work-life balance while providing opportunities to engage with senior leadership and make impactful contributions to our governance framework. Join us to be part of a collaborative culture that values innovation and excellence in delivering customer outcomes.
