We are excited to present an excellent opportunity for a Financial Planner to join a thriving independent financial planning firm as a Financial Adviser. In this role, you will provide exceptional financial planning, advice, and service to clients. This role is remote however you will be expected to go to Nairn in the Highlands around once a month.
With a well-established presence across the UK, the firm has experienced significant growth through strategic acquisitions. This role is to replace a retiring adviser.
The ideal candidate will:
Hold CAS
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
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
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
The successful candidate will need to be Level 4 Diploma qualified and a good track history of giving financial advice as this is a well established client bank.