Financial Advisor

IDEX Consulting Ltd; United Kingdom; Remote; GBP 40,000 - 80,000; Full time

Job summary

An exciting opportunity awaits for a Financial Advisor to join a prestigious national firm in a home-based role. This position offers a unique blend of flexibility, career advancement, and outstanding earning potential. The firm collaborates with employers throughout the UK to empower employees in making informed financial decisions, especially concerning pensions and retirement planning. With a strong emphasis on building client relationships and providing expert advice, this role is ideal for those looking to make a significant impact in the financial sector. Join a respected organization that values its advisors and offers a rewarding career path.

Benefits

Uncapped Commission

Competitive Bonus Structure

Private Medical Insurance

25 Days Annual Leave + Bank Holidays

Option for Additional Days Off

Discretionary Bonus Scheme

Qualifications

• Minimum 2 years’ experience in financial advice.
• CAS status is essential for this role.

Responsibilities

• Conduct in-depth financial reviews for clients.
• Provide expert advice on investments and retirement planning.

Skills

Financial Advice

Investment Planning

Retirement Planning

Client Relationship Management

Education

CAS Status (Competent Adviser Status)

Job description

3 days ago Be among the first 25 applicants

This range is provided by IDEX Consulting Ltd. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

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 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.

The role includes:

• 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.

Additional details:

• Seniority level: Mid-Senior level
• Employment type: Full-time
• Job function: Finance

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