Financial Adviser

IDEX Consulting; United Kingdom; On-site; GBP 65,000 - 85,000; Full time

Job summary

Join an award-winning national firm as a Financial Advisor working from home. This role provides flexibility, career growth, and excellent earning potential, with a base salary of £65,000 and opportunities for uncapped commission. The firm values its advisors and supports their professional development.

Benefits

25 days holiday + bank holidays

Discretionary bonus scheme

Private medical insurance

Qualifications

• Minimum 2 years' experience in financial advice.
• CAS status is essential.
• Experience in pensions and retirement planning is valuable.

Responsibilities

• Help employees make informed financial decisions.
• Focus on pensions and retirement planning.
• Support career growth and client relationships.

Skills

Financial Advice

Pensions

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 the provided contact details.