REMOTE IFA (TRAVEL TO NAIRN ONCE A MONTH)

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

Job summary

A leading independent financial planning firm is looking for a Financial Planner to deliver exceptional advice to clients. This remote role requires monthly travel to Nairn and is aimed at replacing a retiring adviser. The ideal candidate must be Level 4 Diploma qualified with a strong background in financial planning and client management.

Qualifications

• Level 4 Diploma qualified.
• Proven track record in financial advice.
• Experience managing a client bank.

Responsibilities

• Managing a client base and generating new inquiries.
• Achieving annual new business revenue targets.
• Maintaining technical knowledge and adhering to regulatory requirements.

Skills

Client Relationship Management

Sales and Marketing

Client Service

Education

Level 4 Diploma

Tools

Microsoft Word

Microsoft Excel

Job description

Social network you want to login/join with:

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

Client:

IDEX Consulting Ltd

Location:

Manchester, 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
• Desire to be a successful 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 from these
• 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 continuous professional development and SPS maintenance
• Adhering to company policies, processes, and regulatory requirements in client advice and reports
• Maintaining technical and industry knowledge
• Delivering a positive client service experience to ensure proper client outcomes and communication
• Developing relationships with external professionals to create additional business opportunities
• Focusing on key business areas through setting objectives

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