Job Title

We are excited to present an excellent opportunity for a Financial Planner to join a thriving independent financial planning firm as a Financial Adviser. In this role, you will provide exceptional financial planning, advice, and service to clients. This role is remote however you will be expected to go to Nairn in the Highlands around once a month.If you are interested in applying for this job, please make sure you meet the following requirements as listed below.With a well-established presence across the UK, the firm has experienced significant growth through strategic acquisitions. This role is to replace a retiring adviser.The ideal candidate will:Hold CASLevel 4 diploma qualifiedExperience using Microsoft Word and Excel and databasesDesire to be a successful Financial PlannerYour 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 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 requirementsEnsure technical knowledge and general industry knowledge is always maintainedDelivery of a positive client service experience to ensure appropriate client outcomes, client journey and client communicationDevelop 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 areasThe successful candidate will need to be Level 4 Diploma qualified and a good track history of giving financial advice as this is a well established client bank.Remote working/work at home options are available for this role.