REMOTE IFA (TRAVEL TO NAIRN ONCE A MONTH)

JR United Kingdom; London Fields; Remote; GBP 35,000 - 60,000; Full time

Job summary

A leading independent financial planning firm seeks a Financial Planner to provide exceptional advice and service. This remote role requires monthly travel to Nairn, focusing on client management and compliance. Successful candidates will be Level 4 Diploma qualified with a demonstrated history of managing financial advice.

Qualifications

• Proven track record in financial advice.
• Must hold CAS.
• Desire to succeed as a Financial Planner.

Responsibilities

• Manage a client base and generate new client inquiries.
• Adhere to regulatory compliance in advice and reporting.
• Engage in continuous professional development.

Skills

Client relationship management

Sales and marketing

Regulatory compliance

Education

Level 4 Diploma

Tools

Microsoft Word

Excel

Databases

Job description

Social network you want to login/join with:

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

Client:

IDEX Consulting Ltd

Location:

London (West End), 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 go to Nairn in the Highlands around 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 role will include but will not be limited to:

• Managing a client base assigned to you
• Generating new client inquiries and advice income from these
• Converting client leads
• Undertaking sales and marketing activities in line with regional/national plans
• Working to achieve or exceed annual new business revenue targets
• Maintaining 'fit and proper' status through continuous professional development and SPS maintenance
• Adhering to company policies, processes, and guidance
• Ensuring client advice and reports are compliant with regulatory requirements
• Maintaining industry and technical knowledge
• Delivering a positive client service experience for optimal 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 and have a proven track record of providing financial advice, as they will be managing a well-established client bank.