About the Company

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 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.

About the Role

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

Responsibilities

• 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.
• 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.