Financial Advisor

IDEX Consulting; Remote; GBP 60,000 - 80,000; Full time

Job summary

A leading financial wellbeing company in Liverpool is seeking a dedicated professional to conduct in-depth financial reviews and offer expert investment advice. The role includes building and maintaining strong client relationships while enjoying a commission-based compensation structure and a managed client base with no demand for client acquisition. Join a supportive workplace with marketing assistance, ongoing training, and opportunities for progression as the business expands.

Benefits

Tiered commission structure

Managed client base

Full Paraplanner and Admin support

Ongoing training and support

Marketing support

Qualifications

• Experience in conducting in-depth financial reviews for clients.
• Ability to provide expert advice on various financial matters.
• Strong skills in building and maintaining client relationships.

Responsibilities

• Conduct detailed financial reviews to understand client goals.
• Provide comprehensive advice on retirement and investment planning.
• Maintain and strengthen client relationships.

Skills

Conducting financial reviews

Investment advice

Client relationship management

Job description

A leading financial wellbeing and retirement specialist - helping those in the workplace to improve their financial future. Established in 2005, this is a unique opportunity to join a business in full growth mode offering a full client base, flexible and remote working, managing your own diary.

The role

• Conducting in-depth financial reviews for clients, understanding their goals and objectives.
• Providing expert advice on investment, retirement planning, estate planning, and other financial matters
• Building and maintaining strong client relationships

What's in it for you

• Tiered commission based compensation structure
• Managed client base - The opportunity to join a business with ready-provided lead flows, no demand on bringing clients to the table
• No fixed fee
• Full Paraplanner and Admin support
• Marketing support
• Ongoing training and full support, and the opportunity to progress as the business grows

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Our Diversity, Equity and Inclusion Mission

At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.