IFA

Position: IFA )
We are excited to present an excellent opportunity for a Financial Planner to join a thriving independent financial planning firm as a Review and New Business 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 Dundee.

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 a position in their Dundee 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:

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 SPSEvidence 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

The successful candidate will need to be level 4 diploma qualified.

Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 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.

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.

Discipline(s):
Financial Services Job type:
Flexible / Work From Home