REMOTE IFA (TRAVEL TO NAIRN ONCE A MONTH)

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

Job summary

A thriving independent financial planning firm is looking for a remote Financial Planner. This role requires monthly travel to Nairn and involves managing clients, generating new business, and ensuring compliance while providing excellent financial advice. Candidates must hold a Level 4 Diploma and have a successful track record in the field.

Qualifications

• Proven track record in providing financial advice.
• Desire to be a successful Financial Planner.
• Experience with Microsoft Word and Excel.

Responsibilities

• Manage a client base assigned to you.
• Generate new client enquiries and advice income.
• Maintain client service experience for optimal outcomes.

Skills

Client Management

Sales and Marketing

Financial Planning

Education

Level 4 Diploma

Job description

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

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Client:

IDEX Consulting Ltd

Location:

Slough, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Views:

5

Posted:

16.06.2025

Expiry Date:

31.07.2025

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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 role will include but will not be limited to:

• Managing a client base assigned to you
• Generating new client enquiries and advice income
• Converting client leads
• Undertaking sales and marketing activities in line 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
• Ensuring compliance with 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 for optimal client outcomes and communication
• Developing relationships with external professionals to generate additional business opportunities
• Focusing on key business objectives

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