Remote IFA: High-Earning Planner with Pre-Booked Clients

Pinstripe Personnel

Birmingham

Remote

GBP 100,000 - 120,000

Full time

3 days ago
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Benefits offered by this job

Remote work
Pre-qualified appointments
Paraplanning support
IT software

Job summary

Independent Financial Planning firm in the UK is recruiting three Independent Financial Advisers (IFAs). The role is remote/home based, with pre-qualified client appointments and full paraplanning and admin support.

The firm has traded for nearly 15 years and offers video or face-to-face/phone client meetings, supported by leading IT/software. The package includes an OTE of £100K–£120K and potential to earn significantly more.

Qualifications

  • Minimum Diploma and experience as Financial Adviser / Planner / IFA.

Education

Diploma

Job description

Independent Financial Planning firm in the UK is recruiting three Independent Financial Advisers (IFAs). The role is remote/home based, with pre-qualified client appointments and full paraplanning and admin support.

The firm has traded for nearly 15 years and offers video or face-to-face/phone client meetings, supported by leading IT/software. The package includes an OTE of £100K–£120K and potential to earn significantly more.

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