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Client:
IDEX Consulting Ltd
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Job Category:
Other
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EU work permit required:
Yes
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Job Views:
4
Posted:
16.06.2025
Expiry Date:
31.07.2025
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Job Description:
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 visit Nairn in the Highlands approximately once a month.
The firm has a well-established presence across the UK and has experienced significant growth through strategic acquisitions. This role is to replace a retiring adviser.
The ideal candidate will:
* Hold CAS
* Have experience using Microsoft Word, Excel, and databases
* Desire to be a successful Financial Planner
Your role will include but not be limited to:
* Managing a client base assigned to you
* Generating new client inquiries and advice income
* Converting client leads
* Undertaking sales and marketing activities in line with regional and national plans
* Achieving or exceeding annual new business revenue targets
* Maintaining 'fit and proper' status through continuous professional development and SPS maintenance
* Adhering to company policies, processes, and regulatory requirements
* Keeping technical and industry knowledge up to date
* Providing a positive client service experience for optimal outcomes and communication
* Building relationships with external professionals to develop additional business opportunities
* Focusing on key business objectives
The successful candidate must be Level 4 Diploma qualified and have a proven track record in providing financial advice, as they will be managing a well-established client bank.
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