Remote IFA: Grow Your Independent Client Portfolio

Empresaria Group plc; England; Remote; GBP 50,000 - 70,000; Full time

Job summary

A growing financial advisory firm in Bedfordshire is looking for a Delivery Consultant to provide client-focused independent financial advice. You'll manage an existing portfolio and grow new business, all while enjoying the flexibility of a remote position with occasional client visits. Ideal candidates will have a Level 4 Diploma in Financial Planning and at least 5 years of IFA experience, coupled with strong business development skills.

Qualifications

• Minimum 5 years’ experience as an IFA with CAS status.
• Proven ability to grow a client base through business development.
• Comfortable with virtual client engagement and confident using digital tools.

Responsibilities

• Provide high-quality, independent financial advice to a varied client base.
• Manage and nurture an existing portfolio with a focus on retention.
• Generate new business through referrals and networking.
• Maintain a compliant, client-first approach to all advisory work.

Skills

Client-focused advice

Business development

Virtual client engagement

Education

Level 4 Diploma in Financial Planning or equivalent

Job description

A growing financial advisory firm in Bedfordshire is looking for a Delivery Consultant to provide client-focused independent financial advice. You'll manage an existing portfolio and grow new business, all while enjoying the flexibility of a remote position with occasional client visits. Ideal candidates will have a Level 4 Diploma in Financial Planning and at least 5 years of IFA experience, coupled with strong business development skills.