REMOTE IFA (TRAVEL TO NAIRN ONCE A MONTH)

JR United Kingdom; Leigh; Remote; GBP 30,000 - 50,000; Full time

Job summary

A thriving independent financial planning firm is seeking a Financial Planner to provide financial advice and service to clients. This remote role includes managing a client base, generating inquiries, and achieving revenue targets, with monthly visits to Nairn required. The ideal candidate will be Level 4 Diploma qualified with a track record of success in financial planning.

Qualifications

• Level 4 Diploma qualified.
• Proven track record in providing financial advice.
• Experience in managing a client base and generating inquiries.

Responsibilities

• Manage client base and generate new client inquiries.
• Achieve annual new business revenue targets.
• Provide positive client service experience.

Skills

Financial Planning

Client Relationship Management

Sales and Marketing

Education

Level 4 Diploma

Tools

Microsoft Word

Excel

Job description

Social network you want to login/join with:

col-narrow-left

Client:

IDEX Consulting Ltd

Location:

Job Category:

Other

-

EU work permit required:

Yes

col-narrow-right

Job Views:

4

Posted:

16.06.2025

Expiry Date:

31.07.2025

col-wide

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 visit 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 succeed as a Financial Planner

Your responsibilities will include but are not 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 strategic plans
• Achieving or exceeding annual new business revenue targets
• Maintaining 'fit and proper' status through ongoing professional development and SPS maintenance
• Adhering to company policies, processes, and regulatory requirements in client advice and reporting
• Keeping technical and industry knowledge up to date
• Providing a positive client service experience to ensure optimal outcomes and communication
• Building relationships with external professionals to develop additional business opportunities
• Focusing on key business objectives

The successful candidate must be Level 4 Diploma qualified with a proven track record of providing financial advice, as you will be managing an established client bank.