At a Glance
- Tasks: Deliver financial advice and grow your client portfolio with warm leads.
- Company: A supportive wealth management firm focused on client-first advisory.
- Benefits: Flexible working options, uncapped earnings, and full admin support.
- Other info: Great opportunity for career growth with ongoing professional development.
- Why this job: Join a tech-driven team and make a real impact in financial planning.
- Qualifications: Level 4 Diploma in Regulated Financial Planning and FCA-authorised.
The predicted salary is between 60000 - 80000 £ per year.
A growing and well-established wealth management firm is seeking experienced and qualified Independent Financial Advisers (IFAs) across the West Midlands, including Leamington Spa, to join their client-first advisory team. This opportunity offers the flexibility to work remotely, from an office, or in a hybrid model – giving you total control over how and where you work.
Location: Leamington Spa & West Midlands
Salary: £60,000 - £80,000 + Uncapped Earnings Potential + Full Paraplanning & Admin Support
Sector: Financial Services | Wealth Management | Financial Advice
As part of a business that puts clients at the centre of everything it does, you'll be supported by a full Paraplanning team, dedicated admin support, and ongoing lead generation to help you grow and manage your client portfolio efficiently and compliantly.
Why This Role Stands Out:
- Remote Financial Adviser role with flexible office access if preferred
- High-quality leads provided – warm leads through digital marketing and referrals
- Full paraplanning and administrative support – spend more time advising, less time on admin
- Technology-driven advice process – using XPlan CRM and Microsoft Teams
- Ongoing CPD and compliance support – stay ahead with professional development
- Marketing support – including branded digital assets and consultative planning
Key Responsibilities:
- Deliver regulated financial advice across pensions, investments, protection, and retirement planning
- Work with a mixed client bank and actively grow your client portfolio through warm leads and networking
- Build long-term client relationships using a structured Six-Stage Advice Process
- Conduct remote or face-to-face financial planning meetings with individual and corporate clients
- Stay informed on financial legislation, market trends, and tax planning opportunities
- Create tailored financial reports with assistance from the in-house paraplanning team
- Comply with FCA regulations and maintain accurate client and performance records
What You'll Need:
- Level 4 Diploma in Regulated Financial Planning (DipPFS or equivalent)
- FCA-authorised and approved as a CF30 adviser (or eligible)
- A client-centric approach with strong interpersonal and presentation skills
- Experience as a Financial Adviser or Wealth Manager in a regulated environment
- Confident using virtual platforms (e.g. Microsoft Teams) and CRM systems like XPlan
- Self-motivated, organised, and driven to develop your client bank
This Role Suits:
- An experienced IFA looking to reduce admin and focus on client outcomes
- A self-employed Financial Adviser seeking better support and lead flow
- A Financial Planner who values autonomy with professional infrastructure
- A relationship-led adviser aiming to grow a wealth management client base
Ready to take your Financial Planning career to the next level – with the freedom and support to match? Apply now and start building your future with a firm that truly backs its Advisers.
StudySmarter Expert Advice🤫
We think this is how you could land Remote Financial Adviser in Rochdale
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We think you need these skills to ace Remote Financial Adviser in Rochdale
Some tips for your application 🫡
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How to prepare for a job interview at Grabjobs
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