Financial Advisor

JR United Kingdom; Bath; Hybrid; 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 opportunity to provide exceptional financial advice and service to clients while managing a client base and generating new enquiries. The firm has seen significant growth and is committed to professional development, making it an exciting place for career advancement. If you're passionate about financial planning and eager to make a difference, this could be the perfect opportunity for you.

Qualifications

• Hold Level 4 Diploma in Financial Planning or working towards it.
• Experience in using Microsoft Office tools and databases.

Responsibilities

• Manage a client base and generate new client enquiries.
• Ensure compliance with company processes and regulatory requirements.
• Deliver a positive client service experience.

Skills

Financial Planning

Client Relationship Management

Sales and Marketing

Microsoft Word

Microsoft Excel

Database Management

Education

Level 4 Diploma in Financial Planning

CAS (Certificate in Financial Planning)

Tools

Standard Template Documentation

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
• 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.
• 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 [emailprotected].