Financial Planner | £65,000 DOE + Bonus | Bath / Hybrid
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 Samantha.durbridge@idexconsulting.com
Financial Planner | £65,000 DOE + Bonus | Bath / Hybrid