REMOTE IFA (TRAVEL TO NAIRN ONCE A MONTH)

JR United Kingdom; Leeds; Remote; GBP 30,000 - 60,000; Full time

Job summary

A leading independent financial planning firm is seeking a Financial Planner to provide exceptional financial advice and service. The role, primarily remote with monthly travel to Nairn, requires managing clients and generating new business. Ideal candidates hold a Level 4 Diploma and have a strong sales background.

Qualifications

• Proven track record in financial advice with established client bank.
• Must hold CAS and Level 4 Diploma.

Responsibilities

• Manage assigned client base and generate new client inquiries.
• Achieve annual new business revenue targets and maintain compliance.

Skills

Client management

Sales and marketing

Financial planning

Maintaining client relationships

Education

Level 4 Diploma

CAS certification

Tools

Microsoft Word

Excel

Job description

Social network you want to login/join with:

REMOTE IFA (TRAVEL TO NAIRN ONCE A MONTH), Leeds, West Yorkshire

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Client:

IDEX Consulting Ltd

Location:

Leeds, West Yorkshire, 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.

With a well-established presence across the UK, the firm 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 role will include but will not be limited to:

• Managing a client base assigned to you
• Generating new client inquiries and advice income
• Converting leads into clients
• 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 compliance
• Ensuring client advice and reports comply with company policies and regulatory standards
• Maintaining industry and technical knowledge
• Providing a positive client service experience
• Developing relationships with external professionals to generate additional business
• Focusing on key business objectives

The successful candidate must be Level 4 Diploma qualified with a proven track record in financial advice, managing an established client bank.