Company Description Our client is a well-established, independent financial planning firm that specialises in providing tailored financial advice to private clients, families, and businesses. The organisation is dedicated to delivering bespoke solutions across investment management, pension planning, inheritance tax strategies, and estate planning. With a client-centric approach, the firm is committed to maintaining the highest standards of integrity, professionalism, and service excellence. Overview of role To provide comprehensive financial planning and investment management advice to new and existing clients of the firm, while at all times upholding the principles of the firm. Ensure all advice given is complaint with the FCA rules and regulations. Achieve the set revenue targets by generating your own leads and converting those supplied to you by the firm. General Responsibilities Client Service and Delivery : Addressed by points on financial advice, client reviews, and implementing advice. Compliance and Quality Assurance : Covered under compliance with regulations, quality control, and maintaining standards. Business Development and Relationship Management : Reflected in identifying opportunities, client engagement, and promoting the firm's services. Operational Efficiency : Included through collaboration with third parties, prompt query responses, and workflow management. Continuous Improvement : Integrated in participating in projects, meetings, and process feedback. Advanced Responsibilities These are integrated under "Participate in team meetings, projects, and provide feedback to enhance processes." Skills, Experience, and Knowledge Technical Expertise : Addressed in "Strong understanding of financial planning processes" and "Proficient in financial tools." Communication and Teamwork : Covered under "Excellent communication, teamwork, and organizational abilities." Professional Integrity : Included in "Ethical, detail-oriented, self-motivated, and adaptable." Qualifications : Captured under "Level 4 Diploma in Financial Planning" and "Valid SPS with current CPD." Package: Competitive salary and benefits package. Flexible working arrangements, including hybrid options. Opportunities for professional growth and career development. A supportive and collaborative work environment.