Financial Advisor

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

Job summary

A financial advisory firm based in the UK is seeking a Financial Advisor to conduct in-depth financial reviews and provide expert advice on various financial matters. The role offers a competitive salary ranging from £50,000 to £80,000, along with numerous benefits including extensive training and support. Ideal for candidates with strong client relationship management skills and financial planning expertise. This is a remote position.

Benefits

Tiered commission structure

Managed client base

Full Paraplanner and Admin support

Ongoing training and support

25 days holiday plus bank holidays

Workplace Pension

Private medical insurance

Permanent health insurance

Qualifications

• Experience in conducting financial reviews and advising clients.
• Strong understanding of retirement planning and investment strategies.
• Ability to build and maintain long-term client relationships.

Responsibilities

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

Skills

Financial planning expertise

Client relationship management

Investment advice

Estate planning knowledge

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)