At a Glance
- Tasks: Provide exceptional financial planning and advice to clients while generating new business.
- Company: Thriving independent financial planning firm with a strong UK presence.
- Benefits: Flexible work options, competitive salary, and opportunities for professional development.
- Other info: Inclusive culture focused on diversity, equity, and continuous professional growth.
- Why this job: Join a growing team and make a real impact in clients' financial journeys.
- Qualifications: Level 4 diploma qualified or working towards it, with experience in Microsoft Word and Excel.
The predicted salary is between 54000 - 66000 £ 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 and New Business 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.
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 SPSEvidence 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.
Visit the IDEX Consulting Ltd website for further opportunities.
Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies.
For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.
Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work.
We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort.
We are committed to driving conscious inclusion across our business and creating equitable pathways.
Discipline(s): Financial Services Job type: Flexible / Work From Home
IFA (Dundee) employer: IDEX Consulting
IDEX Consulting is an exceptional employer that fosters a collaborative and innovative work culture, ideal for professionals looking to make a significant impact in the field of international M&A and growth. With a strong emphasis on employee development, we offer numerous opportunities for career advancement and the chance to work alongside industry leaders in the vibrant setting of Greater London. Join us to be part of a forward-thinking team that values your expertise and encourages you to shape the future of corporate law.
StudySmarter Expert Advice🤫
We think this is how you could land IFA (Dundee)
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like IDEX Consulting. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace IFA (Dundee)
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to IDEX Consulting.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on IDEX Consulting's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at IDEX Consulting
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with IDEX Consulting.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at IDEX Consulting will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former IDEX Consulting employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
