Financial Advisor

IDEX Consulting Ltd; Leeds; Remote; GBP 50,000 - 80,000; Full time

Job summary

A leading financial wellbeing specialist in the UK is looking for a Financial Advisor to conduct thorough financial reviews, provide expert advice on investments and retirement planning, and maintain strong client relationships. This role offers a competitive salary of £50,000 - £80,000 depending on experience, along with tiered commission structures, comprehensive training, and strong benefits including 25 days of holiday and private medical insurance.

Benefits

Tiered commission based compensation

Managed client base

Full Paraplanner and Admin support

Ongoing training and support

25 days holiday plus bank holidays

Workplace Pension

Private medical insurance

Qualifications

• Experience in financial advisory or related fields is advantageous.
• Strong interpersonal skills and the ability to build client relationships.
• Knowledge of investment, retirement planning, and financial products.

Responsibilities

• Conduct in-depth financial reviews for clients.
• Provide expert advice on investment and retirement planning.
• Maintain strong client relationships.

Job description

Financial Advisor

Remote

Salary £50,000 - £80,000 Depending on Experience

A leading financial wellbeing and retirement specialist - helping those in the workplace to improve their financial future.

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

Benefits

• 25 days holiday plus bank holidays + Holiday Purchasing
• Workplace Pension : 6% employer contribution, 3% employee contribution
• Death in service
• Private medical insurance for employee
• Permanent health insurance (income protection)