Desk Based Financial Adviser

2 weeks ago


Glasgow, United Kingdom IDEX Consulting Ltd 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


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