IFA Connect
Sales Development Representative
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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.
🏠 Remote-based (UK only)
📍 Work from wherever you like
⭐️ £25,000 base salary + uncapped commission & bonuses (OTE £40,000+)
The Role
We’re looking for a confident, motivated communicator to join our team as a Sales Development Representative.
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.
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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
- Speaking with new inbound enquiries from individuals actively looking for an IFA
- Qualifying, nurturing, and guiding prospects to match them with a suitable IFA
- Acting as the link between investors and advisers, ensuring introductions are smooth, timely, and well-managed
- Building and maintaining strong relationships with advisers to understand their preferences, capacity, and ideal clients
- Owning the end-to-end sales process — from first conversation through to successful introduction.
What We’re Looking For
- Must be UK based
- Proven experience in telephone sales, networking, origination and/or business development, especially with HNW (high net worth) clients.
- The ability to influence and communicate effectively, progress conversations and close sales.
- The ability to juggle lots of tasks. You'll need to be sharp and ready to handle different sets of customers/clients.
- Comfortable working towards targets and KPIs.
- Strong organisational skills — you’ll be juggling multiple leads and advisers.
- Clear, confident communication skills and the ability to build trusted client relationships.
- Strong commercial acumen
- High emotional intelligence and empathy.
- Excellent time management and planning skills.
- Technical financial knowledge is desirable
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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 — you'll be one of the first five at the company, so can expect plenty of opportunities.
- Supportive, close-knit team where ideas are valued and results are recognised
What You'll Get
- Fully remote role; work from wherever you'd like in the UK.
- In house training; a basic understanding of finance and investments, along with sales training.
- Exam funding available for team members who want to develop their qualifications.
- Nest Pension scheme
- 28 days holiday
- Performance-based incentives - monthly commission and bonuses.
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