Financial Advisor

IDEX Consulting Ltd; United Kingdom; Remote; GBP 63,000 - 77,000; Full time

Benefits offered by this job

Uncapped commission

Competitive bonus structure

25 days holiday plus bank holidays

Private medical insurance

Job summary

A national financial advisory firm is seeking a Financial Advisor for a home-based position. The role offers flexibility, career growth, and excellent earning potential with a base salary of £70,000 DOE plus an uncapped commission structure. Candidates should have at least 3 years of experience and expertise in pensions advice. This esteemed firm provides high-quality leads from major corporate partners, ensuring advisors can succeed and thrive in their careers.

Qualifications

• Minimum of 3 years’ experience as a financial adviser.
• CAS status is required.
• Experience in pensions advice is essential.

Responsibilities

• Help clients with financial decisions regarding pensions.
• Utilize pre-qualified leads provided by the firm.
• Work towards achieving commission targets.

Skills

Financial advising

Pensions advice

Client relationship management

Job description

Home-Based | Award-Winning National Firm

Base pay range

£70,000 basic DOE + Bonus

Direct message the job poster from IDEX Consulting Ltd

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.

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!

• 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
• DIS

The ideal candidate for this role will have a minimum of 3 years’ experience as a financial adviser, will hold CAS status and will be experienced within pensions advice as this will make up around 60% of your cases.

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

Mid-Senior level

Employment type

Full-time

Location

Bristol, England, United Kingdom