Financial Advisor

IDEX Consulting; Bath; On-site; GBP 60,000 - 80,000; Full time

Job summary

An established independent financial planning firm is seeking a motivated Financial Planner to join their Bath office. This hybrid role offers the chance to provide exceptional financial advice and service to clients while managing a designated client base. The ideal candidate will be Level 4 Diploma qualified and possess a strong desire to succeed in financial planning. With a focus on strategic growth and client satisfaction, this position promises a dynamic work environment where your contributions will be valued. If you're ready to take your career to the next level and make a significant impact, this opportunity is for you.

Qualifications

• Level 4 diploma qualified and working towards CAS.
• Experience in financial planning and client management.

Responsibilities

• Manage a client base and generate new client enquiries.
• Provide expert independent advice and maintain compliance.

Skills

Financial Planning

Client Relationship Management

Sales and Marketing

Communication Skills

Education

Level 4 Diploma

CAS (or working towards)

Tools

Microsoft Word

Microsoft Excel

Databases

Job description

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 [e-mail]