Remote IFA & Wealth Manager – Elite Client Focus

Cameron James - UK & Expat Financial Planning; United Kingdom; Remote; GBP 40,000 - 80,000; Full time

Job summary

Cameron James is seeking an Experienced and Trainee Financial Adviser to join a 100% remote, UK-wide platform. You will deliver UK pension, ISAs, SIPPs, QROPS, IHT planning, and holistic wealth solutions with full remote support.

The role emphasizes inbound leads, coaching, and real-world training with senior mentors; open to both established IFAs and high-potential trainees who fit the growth mindset. If you are coachable, client-focused, tech-savvy, and eager to build a national book, this is

Qualifications

• Driven, hungry mindset with a track record of achieving goals.
• Excellent communication and presentation skills for remote advisement.
• Relentless work ethic with focus on client outcomes.
• Coachable and collaborative within a high-energy team.

Responsibilities

• Provide pension advisory and transfer guidance for UK DC pensions.
• Structure International SIPPs, QROPS, and QNUPS for clients.
• Offer holistic wealth planning including ISAs, JISAs, Investment Bonds, IHT planning.
• Engage clients through high-impact video presentations and strong diary management in a remote setup.

Skills

Driven & Hungry

Relentless Work Ethic

Coachable

Team Player

Excellent communication

Education

RDR Level 4 Qualification

US Series 65 (bonus)

CFA candidate

Existing IFA client bank

Job description

Cameron James is seeking an Experienced and Trainee Financial Adviser to join a 100% remote, UK-wide platform. You will deliver UK pension, ISAs, SIPPs, QROPS, IHT planning, and holistic wealth solutions with full remote support.

The role emphasizes inbound leads, coaching, and real-world training with senior mentors; open to both established IFAs and high-potential trainees who fit the growth mindset. If you are coachable, client-focused, tech-savvy, and eager to build a national book, this is