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Trainee Financial Planner

Job description

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 home based but you should be within a commutable distance to Bristol as there will be requirements for you to go into the Bristol office.

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:

  • Generate new client enquiries and generates advice income from these
  • Convert the client leads (roughly 2-3 a week average case size £500k)
  • 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 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. This company will provide you will all of the tools, will allow you to progress your career into a face to face role within private or corporate clients!
For further information on this Financial Adviser opportunity! Please click apply

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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.