Finanacial Advisor

IDEX Consulting; Liverpool; On-site; GBP 45,000 - 65,000; Full time

Benefits offered by this job

Flexible & remote working

Tiered commission structure

Paraplanner and Admin support

Marketing support

Ongoing training and progression

Job summary

IDEX Consulting is seeking a financial adviser to manage a growing client base with flexible and remote working options. You will conduct in-depth financial reviews and provide guidance on investments, retirement planning, and estate planning, building lasting client relationships.

The role offers a tiered commission structure, full paraplanner and admin support, marketing assistance, ongoing training, and opportunities to progress as the business grows.

Qualifications

• 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

Responsibilities

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

Skills

Financial planning

Client relationships

Investment advice

Retirement planning

Communication

Education

Diploma in Financial Planning

Tools

CRM software

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.