REMOTE IFA (TRAVEL TO NAIRN ONCE A MONTH)

JR United Kingdom; London; Remote; GBP 40,000 - 60,000; Full time

Job summary

A thriving independent financial planning firm is seeking a Financial Planner to provide exceptional advice and service to clients. This remote role requires travel to Nairn monthly and aims to replace a retiring adviser, focusing on client management and income generation through new business development.

Qualifications

• Proven track record of providing financial advice.
• Hold a Level 4 Diploma and CAS certification.
• Desire to excel as a Financial Planner.

Responsibilities

• Manage an assigned client base and generate new inquiries.
• Convert leads into clients and achieve revenue targets.
• Adhere to regulatory requirements and maintain industry knowledge.

Skills

Client Management

Sales

Financial Advice

Marketing Activities

Continuous Professional Development

Education

Level 4 Diploma

CAS (Certificate in Advanced Studies)

Tools

Microsoft Word

Excel

Databases

Job description

Social network you want to login/join with:

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

Client:

IDEX Consulting Ltd

Location:

London, United Kingdom

Job Category:

Other

EU work permit required:

Yes

Job Views:

5

Posted:

16.06.2025

Expiry Date:

31.07.2025

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
• Be motivated to succeed as a Financial Planner

Your role will include but is not limited to:

• Managing a client base assigned to you
• Generating new client inquiries and advice income
• Converting client leads
• Undertaking sales and marketing activities aligned with regional and national 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 reports
• Keeping technical and industry knowledge up to date
• Providing a positive client service experience ensuring appropriate outcomes and communication
• Developing relationships with external professionals to generate 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, managing a well-established client bank.