Financial Advisor

IDEX Consulting; Preston; Remote; GBP 40,000 - 70,000; Full time

Job summary

A leading financial advice firm in the UK is seeking an experienced financial adviser for a home-based role. This position offers flexibility, career growth, and excellent earning potential, focusing mainly on pensions and retirement planning. Candidates should have experience as a financial adviser and possess CAS status. A strong commission structure and various employee benefits are provided.

Benefits

Uncapped Commission & Competitive Bonus Structure

25 days + bank holidays + Option to apply for 3 additional days

Private medical insurance

6% employer pension contribution

DIS

Qualifications

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

Responsibilities

• Provide financial advice focusing on pensions and retirement planning.
• Work with employers and utilise pre-qualified leads.
• Deliver high standard of client service and professional advice.

Skills

Financial advice

Pensions advice

Client service

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 to clients with a focus on pensions and retirement planning, with around 60% of cases in this area.
• Work with employers across the UK and utilise high quality, pre-qualified leads from large corporate firms.
• Collaborate with the wider business to deliver a high standard of client service and professional advice.

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
• DIS

Diversity, Equity and Inclusion

Our Diversity, Equity and Inclusion Mission: At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.

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