Back to jobs

Desk Based Financial Planner

Job description

We are working on an excellent opportunity for a Financial Adviser 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 home based but you should be within a commutable distance to Bristol.

The ideal candidate will:

  • Hold CAS - or be working towards
  • Level 4 Diploma qualified
  • Experience using Microsoft Word and Excel and Databases
  • Cash Flow Modelling (preferable but not essential)

Your role will include but will not be limited to:

  • Maintain & nurture existing client relationships, identifying and fulfilling new advice needs where appropriate
  • Generate new client enquiries and generates advice income from these
  • 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

Visit the IDEX Consulting Ltd website for further opportunities. We value diversity and always provide guidance based on merit. Please note that the information supplied may be retained for up to 3 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.