Financial Adviser - Review - South West

IDEX Consulting; United Kingdom; On-site; GBP 55,000 - 65,000; Full time

Job summary

A leading financial services firm in the UK is seeking a Review-Focused Financial Advisor to work remotely, primarily supporting existing clients. Ideal candidates will be experienced in financial advice and have a strong background in pensions and retirement planning. The firm offers a competitive salary, uncapped bonuses, and a focus on client relationships rather than new business generation.

Benefits

Base salary of £60,000 (flexible)

Uncapped bonus structure

Full back-office and paraplanning support

Private medical insurance

Death in service cover

Qualifications

• Experience in financial advice is essential.
• Strong background in pension and retirement planning.
• Must be comfortable conducting client reviews.

Responsibilities

• Nurture existing client relationships.
• Conduct thorough annual reviews.
• Deliver high-quality financial advice.

Skills

Experience in financial advice

Strong background in pension and retirement planning

Comfortable conducting client reviews

Focused on providing advice

Job description

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An exciting opportunity has arisen for a Review-Focused Financial Advisor to join an award-winning national firm in a home-based capacity. This role is ideal for an experienced advisor who enjoys nurturing existing client relationships, conducting thorough annual reviews, and delivering high-quality, ongoing financial advice - rather than focusing on new business generation.

The firm works with employers across the UK, providing trusted financial advice to workplace clients, with a particular focus on pensions, retirement planning, and holistic financial well-being.
Location: Home-based (Ideally local to Bristol for occasional meetings)

Package:

• Base Salary: £60, (flexible for the right candidate)
• Uncapped bonus structure linked to quality and volume of client reviews/advice
• Full back-office and paraplanning support
• Well-established, reputable firm with an ethical and client-centric approach

Key Requirements:

• Experience in financial advice
• Strong background in pension and retirement planning
• Comfortable conducting client reviews and maintaining long-term relationships
• Focused on providing advice rather than generating new business
• 25 days holiday + bank holidays + option to apply for 3 additional days
• Discretionary bonus scheme
• Private medical insurance
• Death in service cover (DIS)

This is a fantastic opportunity for an advisor who takes pride in delivering ongoing value to existing clients. You'll be joining a respected firm that offers genuine work-life balance, a collaborative culture, and long-term career development.

If this role sounds like it could be for you and you'd like more information, please send your CV to