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Desk Based Financial Adviser

3 months ago

Glasgow, United Kingdom Idex Full time

We are working on an excellent opportunity for a Financial Planner to join a growing financial planning firm as a home based desk based Financial Adviser. Delivering excellent financial planning, advice and service to clients. This role is hybrid and you should be within a commutable distance to Glasgow or Edinburgh as there are 2 offices in these locations.

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


This role would suit someone who has some paraplanning experience that has started to advise as there will be an expectation of templated reports to be completed. Someone who has worked within a new business environment and is driven to become a successful Adviser.

For further information on this Financial Adviser opportunity Please click apply.

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Our Diversity, Equity and Inclusion Mission

At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.