Financial Advisor

IDEX Consulting; Cardiff; On-site; GBP 40,000 - 60,000; Full time

Job summary

IDEX Consulting seeks a Financial Planner to join their independent financial planning firm in a hybrid role. The ideal candidate will manage clients, generate enquiries, and provide expert advice while upholding high qualifications. This position is perfect for Level 4 diploma holders located near Cardiff or Bath.

Qualifications

• Level 4 diploma qualified.
• CAS qualification or working towards it.
• Experience with Microsoft tools and databases.

Responsibilities

• Manage an assigned client base and generate new client enquiries.
• Convert leads into clients and achieve business revenue targets.
• Provide expert independent advice while maintaining professional standards.

Skills

Client management

Generating enquiries

Sales and marketing strategies

Independent financial advice

Technical knowledge

Education

Level 4 diploma

CAS qualification or in progress

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 or Cardiff.

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 and Cardiff offices.

The ideal candidate will:

• Hold CAS - or be working towards it
• Be Level 4 diploma qualified
• Have experience using Microsoft Word, Excel, and databases
• Have a desire to become a successful Financial Planner

Your role will include but will not be limited to:

• Managing a client base assigned to you
• Generating new client enquiries and advice income
• Converting leads into clients
• Undertaking sales and marketing activities aligned with regional and national plans
• Working to achieve or exceed annual new business revenue targets
• Providing expert independent advice to clients
• Maintaining 'fit and proper' status through continuous professional development and SPS maintenance
• Adhering to company policies, processes, and regulatory requirements in client advice and reports
• Using approved standard documentation
• Maintaining technical and industry knowledge
• Delivering a positive client service experience and ensuring appropriate client outcomes
• Responding promptly and keeping clients informed
• Developing relationships with external professionals to generate additional business
• Focusing on key business objectives
• Identifying personal training needs to maintain service standards

If you are local to Cardiff or Bath and Level 4 qualified, and this role interests you, please send your CV to [e-mail].

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Our Diversity, Equity and Inclusion Mission

At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and authentically. We recognize the importance of continuous effort in achieving diverse representation at all levels and are committed to driving conscious inclusion and creating equitable pathways.