Financial Adviser

IDEX Consulting; England; On-site; GBP 65,000 - 80,000; Full time

Job summary

Join a leading national firm as a Financial Advisor, working from home with occasional meetings. This role offers a base salary of £65,000, uncapped commission, and a comprehensive benefits package, including private medical insurance and a discretionary bonus scheme. Ideal for candidates with Cas status and at least 2 years of experience in financial advice.

Benefits

Discretionary bonus scheme

Private medical insurance

25 days + bank holidays

Option to apply for 3 additional days

Qualifications

• Minimum 2 years' experience in financial advice.
• CAS status is essential.

Responsibilities

• Provide financial advice for pension and retirement planning.
• Work with employers across the UK to aid employee financial decisions.

Skills

Financial Advice

Pension Planning

Retirement Planning

Education

Competent Adviser Status (CAS)

Job description

An exciting opportunity has arisen for a Financial Advisor to join an award-winning national firm in a home-based capacity. This role offers the perfect blend of flexibility, career growth, and excellent earning potential. The company works with employers across the UK to help employees make informed financial decisions, particularly regarding pensions and retirement planning.

Location: Home-based (Ideally local to Bristol for occasional meetings)

Package:

• Base Salary: £65,000 (flexible for the right candidate)
• Uncapped Commission & Competitive Bonus Structure
• Supportive and well-established firm with a strong reputation

Key Requirements:

• Minimum 2 years' experience in financial advice
• CAS status (Competent Adviser Status) is essential
• 25 days + bank holidays + Option to apply for 3 additional days
• Discretionary bonus scheme
• Private medical insurance
• DIS

This is a fantastic opportunity to join a respected firm that truly values its advisors, offering long-term career growth and an exceptional rewards package. If this role sounds like it could be for you, and you would like some more information, please send your CV to [e-mail].

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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.