We are thrilled to offer a remarkable opportunity for a skilled Financial Planner to become part of a dynamic independent financial advisory firm as a Financial Adviser. In this pivotal role, you will deliver outstanding financial planning, expert advice, and exceptional service to our valued clients. This position is primarily remote, with the expectation of visiting our Nairn office in the Highlands approximately once a month.

Our firm boasts a strong reputation throughout the UK, having achieved impressive growth through strategic acquisitions. We are seeking to fill this vacancy due to the retirement of an esteemed adviser.

We are looking for a candidate who:

• Holds the CAS qualification
• Is Level 4 diploma qualified
• Possesses proficiency in Microsoft Word, Excel, and various databases
• Is motivated to thrive as a Financial Planner

Your responsibilities will encompass, but are not limited to:

• Managing a pre-existing client portfolio assigned to you.
• Generating new client inquiries and creating advisory income from these opportunities.
• Converting incoming leads into clients.
• Engaging in sales and marketing initiatives aligned with local, regional, and national strategies.
• Striving to meet or surpass annual new business revenue targets.
• Delivering expert independent advice tailored to your designated clients.
• Maintaining ‘fit and proper’ status through ongoing professional development and appropriate certifications.
• Keeping up-to-date with company policies, processes, and guidance to ensure compliance.
• Ensuring that all client advice and reports adhere to company protocols and regulatory standards.
• Consistently enhancing your technical knowledge and general industry awareness.
• Providing a positive client service experience to promote favorable client outcomes, effective communication, and a seamless client journey.
• Building and nurturing professional relationships with external partners to generate additional business prospects.
• Utilizing clear objectives to maintain focus on key business areas.

The ideal candidate will possess a Level 4 Diploma qualification and a proven track record in delivering financial advice, as you will be managing a well-established client base.