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