Financial Advisor

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

Job summary

A financial advice firm in the UK is looking for an experienced financial adviser to join their home-based team. This role emphasizes pensions and retirement planning, offering flexibility and growth opportunities. The ideal candidate will have a CAS status and prior experience in pensions advice. The firm provides high-quality leads from major corporate partners and has a strong reputation in the industry.

Benefits

Uncapped Commission

Competitive Bonus Structure

25 days + bank holidays

Discretionary bonus scheme

Private medical insurance

6% employer pension contribution

Qualifications

• At least 2 years of experience as a Financial Adviser.
• Must have CAS status.
• Strong understanding of pensions advice.

Responsibilities

• Provide financial advice focusing on pensions and retirement planning.
• Collaborate with employers across the UK to guide employees.
• Utilise high-quality, pre-qualified leads provided by the firm.

Skills

Experience as a Financial Adviser

Pensions advice

CAS status

Job description

Overview

My client is a national award winning financial advice firm. An exciting opportunity has arisen for an experienced financial adviser to join them 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. You will be supported by the wider business, and will be provided with high quality and pre qualified leads from some of the UK's largest corporate firms!

Responsibilities

• Provide financial advice with a focus on pensions and retirement planning (approximately 60% of cases).
• Work in a home-based capacity and collaborate with employers across the UK to help employees make informed financial decisions.
• Utilise high quality, pre-qualified leads supplied by the wider business and leading corporate partners.
• Join a supportive, well-established firm with a strong reputation.

Qualifications

• Experience as a Financial Adviser.
• CAS status.
• Experience within pensions advice.

Benefits

• Uncapped Commission & Competitive Bonus Structure
• Supportive and well-established firm with a strong reputation
• 25 days + bank holidays + option to apply for 3 additional days
• Discretionary bonus scheme
• Private medical insurance
• 6% employer pension contribution