Financial Advisor

3 days ago

Bath, United Kingdom IDEX Consulting Full time

Job description 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 towardsLevel 4 diploma qualifiedExperience using Microsoft Word and Excel and databasesDesire 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 youGenerate new client enquiries and generate advice income from theseConvert the client leadsUndertake sales and marketing activity in line with local/regional/national plansWork to achieve or exceed annual new business revenue targetProvide expert independent advice to designated clientsMaintenance of 'fit and proper' status through continuous professional development, suitable development opportunities and maintenance of SPSEvidence and maintain knowledge of company policies, processes and guidanceEnsure that client advice and reports are compliant with company processes and regulatory requirementsUse standard template documentation approved by the companyEnsure technical knowledge and general industry knowledge is always maintainedDelivery of a positive client service experience to ensure appropriate client outcomes, client journey and client communicationSpeed of response/turnaround time in accordance with service standards set out in procedures and clients kept appropriately appraisedDevelop and maintain good working relationships with external professional connections (ensuring appropriate agreements in place) to develop additional business opportunitiesUse objectives to focus on key business areasHighlight 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

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