Remote Financial Advisor (Employed IFA)

About the role

This is a fully remote, employed Independent Financial Advisor position based in the North West of England. You will inherit an established client bank and focus on delivering high‑quality financial advice without the need for cold prospecting.

Key responsibilities

• Service and develop an existing portfolio of high‑value clients
• Provide holistic financial planning covering pensions, investments, protection and retirement strategies
• Conduct annual reviews and identify new planning opportunities
• Maintain strong compliance standards and documentation
• Build and nurture long‑term trusted relationships with clients

Required profile

• Minimum Level 4 Diploma qualification
• CAS status and proven experience managing a client bank
• Strong relationship‑building abilities and client‑focused mindset
• Professional, ethical approach and ability to work independently
• Chartered status (or working towards it) is advantageous

Required skills

What we offer

• Competitive basic salary (£50,000‑£70,000 per year) plus performance bonus
• Recurring income from an existing client book
• Full back‑office and paraplanning support
• Complete flexibility to work from home
• Long‑term career stability and genuine work‑life balance