Financial Advisor

Location: Remote – Anywhere in the UK

Employment Type: Employed

We are offering an excellent opportunity to join our client’s digital advice platform
, a fast‑growing fintech‑led proposition transforming the way financial advice is delivered. This role is fully remote and open to candidates based anywhere in the UK.

You will play a key role within the digital advice offering, ensuring the platform delivers exceptional client outcomes and working closely with the development team to enhance functionality where needed. A client bank will be provided to support your early success.

The environment is dynamic, innovative, and supportive, ideal for a hard‑working, talented, and tech‑savvy IFA who thrives in a forward‑thinking digital advice setting. Clear progression routes are available, including potential board‑level opportunities for the right individual.

We are looking for an ambitious, detail‑oriented adviser with a strong work ethic. You must have:

• Level 4 Diploma in Financial Planning (essential)
• A strong interest in technology and digital‑first advice
• Experience in:
• Assessing and identifying financial needs for new and existing clients
• Product research and solution analysis
• AML and money‑laundering processes
• Holistic and lifestyle‑based financial planning
• Preparing and presenting financial recommendations
• Staying up to date with regulatory and legislative changes
• Networking with professional partners
  
  Supporting marketing and client engagement initiatives
• Maintaining an up‑to‑date Statement of Professional Standing (SPS)
• Completing ongoing CPD requirements

Email Marie McDermott your cv for further information to