Financial Advisor

IDEX Consulting Ltd; United Kingdom; Remote; GBP 65,000 - 100,000; Full time

Job summary

Join an award-winning national firm as a Financial Advisor in a home-based role, offering flexibility, career growth, and an excellent rewards package. With a base salary of £65,000 plus uncapped commission, this opportunity is ideal for individuals with a strong background in financial advice and expertise in pensions and retirement planning.

Benefits

Uncapped commission

Competitive bonus structure

Private medical insurance

25 days + bank holidays

Qualifications

• At least 2 years of experience in financial advice.
• Must possess Competent Adviser Status (CAS).
• Experience with pensions and retirement planning preferred.

Responsibilities

• Assist clients with financial decisions regarding pensions and retirement planning.
• Develop and maintain client relationships in a home-based capacity.
• Achieve sales targets through uncapped commission structure.

Skills

Financial advice

Pensions expertise

Retirement planning

Education

CAS status

Job description

Financial Advisor – Home-Based | Award-Winning National Firm - South West

An exciting opportunity has arisen for a Financial Advisor to join an award-winning national firm 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.

Location: Home-based (Ideally local to Bristol for occasional meetings)

Package:

• Base Salary: £65,000 (flexible for the right candidate)
• Uncapped Commission & Competitive Bonus Structure
• Supportive and well-established firm with a strong reputation

Key Requirements:

• Minimum 2 years’ experience in financial advice
• CAS status (Competent Adviser Status) is essential
• 25 days + bank holidays + Option to apply for 3 additional days
• Discretionary bonus scheme
• Private medical insurance
• DIS

This is a fantastic opportunity to join a respected firm that truly values its advisors, offering long-term career growth and an exceptional rewards package.

If this role sounds like it could be for you, and you would like some more information, please send your CV to [e-mail]

Seniority level: Mid-Senior level

Employment type: Full-time

Job function: Finance

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