REMOTE IFA (TRAVEL TO NAIRN ONCE A MONTH)

JR United Kingdom; Bradford; Remote; GBP 35,000 - 55,000; Full time

Job summary

A leading independent financial planning firm is seeking a Financial Planner to join their team. This remote position requires monthly travel to Nairn, and the successful candidate will manage a well-established client bank and provide exceptional financial advice. The ideal candidate holds a Level 4 Diploma in financial advice and possesses strong client management skills.

Qualifications

• Level 4 Diploma qualified with a proven track record in financial advice.
• Hold CAS certification.
• Desire to be a successful Financial Planner.

Responsibilities

• Manage a client base and generate new inquiries.
• Achieve or exceed annual new business revenue targets.
• Ensure client advice complies with regulatory requirements.

Skills

Financial Planning

Client Management

Sales and Marketing

Regulatory Compliance

Technical Knowledge

Education

Level 4 Diploma

CAS

Tools

Microsoft Word

Microsoft Excel

Job description

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REMOTE IFA (TRAVEL TO NAIRN ONCE A MONTH), Bradford

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Client:

IDEX Consulting Ltd

Location:

Bradford, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Views:

6

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
• Desire to be a successful Financial Planner

Your responsibilities will include but are not limited to:

• Managing a client base provided to you
• Generating new client inquiries and advice income
• Converting client leads
• Undertaking sales and marketing activities in line with regional and national plans
• Achieving or exceeding annual new business revenue targets
• Maintaining 'fit and proper’ status through ongoing professional development and adherence to SPS
• Following company policies, processes, and guidance
• Ensuring client advice and reports are compliant with regulatory requirements
• Maintaining technical and industry knowledge
• Delivering a positive client service experience
• Building relationships with external professionals to develop additional business opportunities
• Focusing on key business areas using set objectives

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