About IFA Connect
At IFA Connect, we’re reshaping how people across the UK access independent financial advice. Our platform connects individuals and families with vetted, FCA-regulated Independent Financial Advisers who provide unbiased, transparent guidance on everything from pensions and investments to long-term retirement planning.
By combining data-driven qualification with a human touch, we ensure every client is matched with the right adviser — quickly, confidently, and without the hassle of traditional referral models.
Since launching, we’ve helped hundreds of individuals and families gain clarity and control over their financial futures. Backed by a growing network of independent advisers, we’re on a mission to make expert financial advice accessible and trustworthy.
Join us and be part of the team building the future of how advice is found and delivered.
The Role
We’re looking for a confident, motivated communicator to join our team as a Client Qualification Executive.
You’ll be the first point of contact for new enquiries — these are warm leads looking for FCA Regulated Independent Financial Advice. Your job is to speak with them, understand their situation, and decide which of our advisers is best placed to help. Then you’ll liaise with advisers to hand over qualified clients and make sure the process runs smoothly.
It’s a mix of sales, communication, and coordination — perfect for someone who enjoys talking to people, asking smart questions, and taking ownership of results.
What You’ll Be Doing
* Calling new enquiries who are seeking independent financial advice (all warm leads)
* Having genuine conversations to understand their needs and goals
* Utilising telephone sales, emails, WhatsApps etc.
* Qualifying each lead based on set criteria
* Updating and tracking everything in our CRM
* Liaising with advisers to release qualified leads
What We’re Looking For
* A confident phone manner and clear communication style
* Someone who can balance professionalism with personality
* Strong organisational skills — you’ll be juggling multiple leads and advisers
* Comfortable working towards targets and KPIs
* Experience in sales, customer service or lead qualification
* An interest in finance or a degree in a Business related field is a bonus
* Previous experience using a CRM system (e.g. Monday, HubSpot, Salesforce) to log and track client activity is preferred
Why Join Us
* Be part of a growing, ambitious company that’s educating people on what financial advice means, and the importance of independent financial advice
* Real career progression — this role can grow into senior sales or account management
* Supportive, close-knit team where ideas are valued and results are recognised
What You'll Get
* In house training; a basic understanding of finance and investments, along with sales training
* Fully remote role - work from wherever you'd like!
* Part time, flexible hours
* Performance-based bonuses
* Opportunity to grow into a full-time sales or client-facing role as the company scales