Financial Advisor

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

Job summary

An exciting opportunity has arisen for a Financial Advisor to join a prestigious national firm in a home-based capacity. This role offers flexibility and excellent earning potential while helping clients make informed financial decisions about pensions and retirement. The firm is known for its supportive environment and commitment to career growth. With a focus on building strong client relationships, you will provide expert advice on investments and estate planning. This is a fantastic chance to thrive in a respected firm that values its advisors and rewards their contributions.

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 is essential.
• CAS status is required for this role.

Responsibilities

• Conducting in-depth financial reviews for clients.
• Providing expert advice on investment and retirement planning.
• Building and maintaining strong client relationships.

Skills

Financial Advisory

Client Relationship Management

Investment Planning

Retirement Planning

Estate Planning

Education

Competent Adviser Status (CAS)

Minimum 2 years’ experience in financial advice

Job description

1 week 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

Connecting high quality talent to Private Banks, Wealth Management and Financial Advisory businesses

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:

• 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

• Mid-Senior level

Employment type

• Full-time

Job function

• Other