Financial Advisor

IDEX Consulting Ltd; United Kingdom; Remote; GBP 35,000 - 60,000; Full time

Job summary

Join an award-winning national firm as a Financial Advisor in a home-based role that combines flexibility and excellent earning potential. You'll provide expert advice to clients, focusing on their investment and retirement planning needs while enjoying a competitive bonus structure and full support from a well-established company.

Benefits

Uncapped Commission

Competitive Bonus Structure

Private medical insurance

25 days + bank holidays

Option to apply for 3 additional days

Discretionary bonus scheme

Qualifications

• Minimum 2 years' experience in financial advice.
• CAS status is essential.

Responsibilities

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

Skills

Financial advice

Client relationship management

Investment planning

Education

Competent Adviser Status (CAS)

Job description

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Base pay range

Direct message the job poster from IDEX Consulting Ltd

Supporting Financial Planners and Paraplanners to accelerate their careers in London and the South East

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

An exciting opportunity has arisen for aFinancial 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.

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

Package:

• 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.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance

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