REMOTE IFA (TRAVEL TO NAIRN ONCE A MONTH)

IDEX Consulting; Scotland; Remote; GBP 60,000 - 80,000; Full time

Job summary

A financial planning firm in Scotland is seeking a Financial Planner to provide exceptional service and advice to clients. The ideal candidate will have a Level 4 diploma and a strong track record in financial advisory roles. This is a remote role with monthly visits to Nairn. Join a company committed to diversity and inclusion.

Qualifications

• Hold CAS qualification.
• Experience in financial planning and client management.
• Desire to succeed as a Financial Planner.

Responsibilities

• Manage a client base and generate new client inquiries.
• Provide expert independent financial advice.
• Achieve annual new business revenue targets.

Skills

Financial advisory experience

Microsoft Word

Microsoft Excel

Client relationship management

Education

Level 4 diploma

Job description

Overview

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.

Qualifications

The ideal candidate will:

• Hold CAS
• Level 4 diploma qualified
• Experience using Microsoft Word and Excel and databases
• Desire to be a successful Financial Planner

Responsibilities

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
• Provide expert independent advice to designated clients
• 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

Requirements

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

Diversity, Equity and Inclusion

At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.