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REMOTE IFA (TRAVEL TO NAIRN ONCE A MONTH), Bolton, Greater Manchester
Client:
IDEX Consulting Ltd
Location:
Bolton, Greater Manchester, United Kingdom
Job Category:
Other
EU work permit required:
Yes
Job Views:
5
Posted:
16.06.2025
Expiry Date:
31.07.2025
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.
With a well-established presence across the UK, the firm 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/national plans
* Achieving or exceeding annual new business revenue targets
* Maintaining 'fit and proper' status through professional development and SPS
* Adhering to company policies, processes, and regulatory requirements
* Maintaining technical and industry knowledge
* Providing excellent client service and communication
* Developing relationships with external professionals to generate additional business
* Focusing on key business objectives
The successful candidate must be Level 4 Diploma qualified and have a proven track record in financial advice, managing a well-established client bank.
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