REMOTE IFA (TRAVEL TO NAIRN ONCE A MONTH)

IDEX Consulting Ltd; Leigh; Remote; GBP 40,000 - 60,000; Full time

Job summary

An independent financial planning firm is seeking a Financial Planner to deliver exceptional advice and services to clients. The role is primarily remote, with monthly travel to Nairn, requiring strong relationship management and sales skills to enhance a well-established client bank.

Qualifications

• Level 4 Diploma qualified with a solid track history in giving financial advice.
• Ability to maintain 'fit and proper' status through continuous professional development.

Responsibilities

• Manage and develop a client base provided by the firm.
• Meet or exceed annual new business revenue targets.
• Ensure advice is compliant with company processes and regulatory requirements.

Skills

Financial advising

Client relationship management

Sales and marketing

Regulatory compliance

Education

Level 4 Diploma

Tools

Microsoft Word

Microsoft Excel

Databases

Job description

REMOTE IFA (TRAVEL TO NAIRN ONCE A MONTH)

5 days ago Be among the first 25 applicants

This range is provided by IDEX Consulting Ltd. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

Direct message the job poster from IDEX Consulting Ltd

Divisional Director Financial Services at IDEX Consulting Ltd

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 go to Nairn in the Highlands around 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
• Experience using Microsoft Word and Excel and databases
• Desire to be a successful Financial Planner

Your role will include but will not be limited to:

• Look after a client base that will be given to you.
• Generate new client enquiries and generate advice income from these
• Convert the client leads
• Undertake sales and marketing activity in line with local/regional/national plans
• Work to achieve or exceed annual new business revenue target
• Maintenance of 'fit and proper’ status through continuous professional development, suitable development opportunities and maintenance of SPS
• Evidence and maintain knowledge of company policies, processes and guidance
• Ensure that client advice and reports are compliant with company processes and regulatory requirements
• Ensure technical knowledge and general industry knowledge is always maintained
• Delivery of a positive client service experience to ensure appropriate client outcomes, client journey and client communication
• Develop and maintain good working relationships with external professional connections (ensuring appropriate agreements in place) to develop additional business opportunities
• Use objectives to focus on key business areas

The successful candidate will need to be Level 4 Diploma qualified and a good track history of giving financial advice as this is a well established client bank.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance

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