REMOTE IFA (TRAVEL TO NAIRN ONCE A MONTH)

JR United Kingdom; Ashton-under-Lyne; Remote; GBP 40,000 - 60,000; Full time

Job summary

A leading independent financial planning firm is seeking a Financial Planner to join their team. This role offers remote working options, with the requirement of monthly travel to Nairn. The successful candidate will manage a substantial client base and be responsible for generating new business while delivering high-quality service. Applicants must hold a Level 4 Diploma and have a proven background in financial advice.

Qualifications

• Level 4 Diploma qualified with financial advice experience.
• Proven track record managing client relationships.
• Strong skills in sales and marketing activities.

Responsibilities

• Manage an assigned client base to achieve revenue targets.
• Generate new client inquiries and convert leads.
• Maintain industry knowledge and deliver exceptional client service.

Skills

Financial Planning

Client Management

Sales and Marketing

Education

Level 4 Diploma

Tools

Microsoft Word

Microsoft Excel

Databases

Job description

Social network you want to login/join with:

REMOTE IFA (TRAVEL TO NAIRN ONCE A MONTH), Ashton-under-Lyne

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Client:

IDEX Consulting Ltd

Location:

Ashton-under-Lyne, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Views:

5

Posted:

16.06.2025

Expiry Date:

31.07.2025

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Job Description:

We are excited to present an excellent opportunity for a Financial Planner to join a thriving independent financial planning firm as a Financial Adviser. In this role, you will provide exceptional financial planning, advice, and service to clients. This role is remote; however, you will be expected to travel to Nairn in the Highlands approximately once a month.

The firm has a well-established presence across the UK and has experienced significant growth through strategic acquisitions. This role is to replace a retiring adviser.

The ideal candidate will:

• Hold CAS
• Have experience using Microsoft Word, Excel, and databases
• Have a desire to be a successful Financial Planner

Your role will include but will not be limited to:

• Managing a client base assigned to you
• Generating new client inquiries and advice income from these
• Converting client leads
• Undertaking sales and marketing activities in line with regional and national plans
• Working to achieve or exceed annual new business revenue targets
• Maintaining 'fit and proper' status through continuous professional development and suitable development opportunities
• Adhering to company policies, processes, and regulatory requirements in client advice and reports
• Maintaining technical and industry knowledge
• Delivering a positive client service experience to ensure appropriate outcomes and communication
• Developing relationships with external professionals to generate additional business opportunities
• Focusing on key business areas using objectives

The successful candidate must be Level 4 Diploma qualified with a proven track record in providing financial advice, as this role involves managing a well-established client bank.