- Salary
- £40K–£75K
- Hiring from
- United Kingdom
- Work type
- Remote
- Posted
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Job Ref
91236
Location
Bodmin
Salary
£40,000 - £75,000 Per Annum
Employment Type
Permanent
Location: Cornwall (Occasional need to travel to Bodmin for meetings and client visits)
Salary: Up to £75,000 DOE (+ Bonus & Commission)
The Company & Role
Are you looking for a remote, client-facing advice role with regular hours? Whether you’re newly qualified or seeking a position to advance your career, our client is open to discussing a range of IFA roles with you.
We work with thousands of clients across the UK to ensure their financial advice is top-notch. Our desk-based approach offers flexibility in your working location, and we maintain regular office hours while supporting each other to get the job done.
Key Responsibilities
Whether you’re looking for remote flexibility, wanting to be in a role where you can develop new business whilst maintaining your existing clients, or want to be part of a highly successful and growing team, this is a rare chance to make a real impact and move your career forward.
Apply now or reach out for a confidential discussion.
91236
Location
Bodmin
Salary
£40,000 - £75,000 Per Annum
Employment Type
Permanent
- Location: Bodmin, Cornwall
- Type: Permanent
- Job #91236
- Salary: £40,000 - £75,000 Per Annum
Location: Cornwall (Occasional need to travel to Bodmin for meetings and client visits)
Salary: Up to £75,000 DOE (+ Bonus & Commission)
The Company & Role
Are you looking for a remote, client-facing advice role with regular hours? Whether you’re newly qualified or seeking a position to advance your career, our client is open to discussing a range of IFA roles with you.
We work with thousands of clients across the UK to ensure their financial advice is top-notch. Our desk-based approach offers flexibility in your working location, and we maintain regular office hours while supporting each other to get the job done.
Key Responsibilities
- Establish contact with clients and gather necessary information to provide suitable advice.
- Analyse client information accurately to offer appropriate recommendations.
- Present advice clearly, explaining charges, fees, and disadvantages.
- Complete documentation thoroughly and adhere to company processes.
- Maintain client records and develop effective relationships with clients, colleagues, and product providers.
- Transferrable client bank of circa £10M AUM+
- Knowledge of the financial planning market, including products and services.
- Working knowledge of FCA rules and guidelines.
- Diploma in Financial Planning.
- IT literacy, including Microsoft Packages.
- Strong time management, problem-solving, and decision-making skills.
- Ability to work under pressure and promote a team spirit.
Whether you’re looking for remote flexibility, wanting to be in a role where you can develop new business whilst maintaining your existing clients, or want to be part of a highly successful and growing team, this is a rare chance to make a real impact and move your career forward.
Apply now or reach out for a confidential discussion.
