Financial Advisor

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 Bath or Cardiff.

• 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 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

The successful candidate will need to be local to Cardiff or Bath and be Level 4 Diploma qualified. If this role sounds like it could be for you, and you would like some more information please send your CV to View email address on idexconsulting.com

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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.