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- Tasks: Provide financial planning and advice to clients while managing a client base.
- Company: Join a thriving independent financial planning firm with a strong UK presence.
- Benefits: Enjoy remote work flexibility with monthly travel to beautiful Nairn.
- Why this job: Be part of a growing team, make an impact, and develop your career in finance.
- Qualifications: Must hold a Level 4 Diploma and have experience in financial advice.
- Other info: Opportunity to replace a retiring adviser and grow your own client base.
The predicted salary is between 36000 - 60000 £ per year.
Social network you want to login/join with:
REMOTE IFA (TRAVEL TO NAIRN ONCE A MONTH)
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Client:
IDEX Consulting
Location:
United Kingdom
Job Category:
Other
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EU work permit required:
Yes
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Job Reference:
afcd3240a893
Job Views:
9
Posted:
29.06.2025
Expiry Date:
13.08.2025
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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
- Be eager to succeed as a Financial Planner
Your responsibilities will include:
- Managing a client base assigned to you
- Generating new client inquiries and advice income
- Converting leads into clients
- Engaging in sales and marketing activities aligned with regional and national plans
- Achieving or exceeding annual new business revenue targets
- Maintaining \’fit and proper\’ status through ongoing professional development and SPS maintenance
- Adhering to company policies, processes, and regulatory requirements in client advice and reporting
- Keeping up-to-date with industry knowledge and technical expertise
- Providing excellent client service and communication
- Building relationships with external professionals to develop additional business opportunities
- Focusing on key business objectives
The successful candidate must have a Level 4 Diploma qualification and a proven track record of providing financial advice, managing a well-established client bank.
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REMOTE IFA (TRAVEL TO NAIRN ONCE A MONTH) employer: IDEX Consulting
Contact Detail:
IDEX Consulting Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land REMOTE IFA (TRAVEL TO NAIRN ONCE A MONTH)
✨Tip Number 1
Network with professionals in the financial planning industry, especially those who have experience in remote roles. Attend webinars or local meetups to connect with potential colleagues and gain insights into the company culture at StudySmarter.
✨Tip Number 2
Familiarise yourself with the latest trends in financial planning and regulations. This will not only help you in interviews but also demonstrate your commitment to ongoing professional development, which is crucial for this role.
✨Tip Number 3
Prepare to discuss your client management strategies and how you've successfully converted leads into clients in previous roles. Be ready to share specific examples that highlight your skills and achievements in financial advising.
✨Tip Number 4
Since the role requires travel to Nairn once a month, be prepared to discuss your availability and willingness to travel. Highlight any previous experience you have with remote work and how you manage your time effectively.
We think you need these skills to ace REMOTE IFA (TRAVEL TO NAIRN ONCE A MONTH)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your Level 4 Diploma qualification and any relevant experience in financial planning. Emphasise your ability to manage a client base and generate new inquiries, as these are key responsibilities for the role.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the position and the firm. Mention your experience with Microsoft Word, Excel, and databases, and how these skills will help you succeed as a Financial Planner.
Showcase Your Achievements: Include specific examples of how you've achieved or exceeded business revenue targets in previous roles. This will demonstrate your capability to meet the expectations of the position.
Highlight Professional Development: Mention any ongoing professional development activities or certifications you are pursuing. This shows your commitment to maintaining 'fit and proper' status and staying updated with industry knowledge.
How to prepare for a job interview at IDEX Consulting
✨Know Your Financial Planning Fundamentals
Brush up on your financial planning knowledge, especially the principles and regulations that govern the industry. Be prepared to discuss your experience with managing client portfolios and how you’ve successfully navigated complex financial situations.
✨Demonstrate Your Client Relationship Skills
Since this role involves managing a client base, be ready to share examples of how you've built and maintained strong relationships with clients. Highlight any specific strategies you've used to convert leads into clients and retain them over time.
✨Showcase Your Technical Proficiency
Familiarise yourself with Microsoft Word, Excel, and any databases relevant to financial planning. Be prepared to discuss how you’ve used these tools in your previous roles to enhance client service or streamline processes.
✨Prepare for Questions on Business Development
Expect questions about your approach to generating new client inquiries and achieving revenue targets. Think of specific examples where you successfully engaged in sales and marketing activities, and be ready to discuss your strategies for meeting business objectives.
