Hybrid Financial Planner in Dundee | Client Growth

IDEX Consulting Ltd; Dundee; Hybrid; GBP 32,000 - 52,000; Full time

Job summary

IDEX Consulting Ltd. seeks a Review Financial Adviser to join its growing independent financial planning firm in Dundee. The role is hybrid, with commutable distance for Dundee, and offers exposure to a well-established UK presence through strategic acquisitions.

You will provide high-quality financial planning, advice and client service while developing new business and maintaining regulatory standards. The ideal candidate will hold CAS or be working towards it, have experience with Word/Excel

Qualifications

• 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.

Skills

Experience with Word/Excel/databases

Desire to be a successful Financial P

Education

CAS - or working towards

Tools

Microsoft Word

Microsoft Excel

Databases

Job description

IDEX Consulting Ltd. seeks a Review Financial Adviser to join its growing independent financial planning firm in Dundee. The role is hybrid, with commutable distance for Dundee, and offers exposure to a well-established UK presence through strategic acquisitions.

You will provide high-quality financial planning, advice and client service while developing new business and maintaining regulatory standards. The ideal candidate will hold CAS or be working towards it, have experience with Word/Excel