Financial Advisor

IDEX Consulting Ltd; United Kingdom; Remote; GBP 72,000 - 88,000; Full time

Benefits offered by this job

Uncapped bonus

25 days annual leave + bank holidays

Option to apply for 3 additional leave

Private medical insurance

6% employer pension contribution

Death in Service

Ongoing professional development

Job summary

An exciting opportunity has arisen for an experienced Financial Adviser / Strategic Planner to join a highly respected national wealth management firm in a fully home-based role. This position offers a consistent pipeline of qualified client meetings generated through workplace financial education programmes, allowing you to focus on delivering high quality financial advice.

As a Strategic Planner – New Client Advisor, you will meet clients introduced through workplace wellbeing initiatives,

Qualifications

• 2+ years of regulated financial advice experience.
• Strong pension and retirement planning expertise.
• Excellent client relationship and communication skills.
• Ability to deliver advice remotely.

Responsibilities

• Deliver personalised financial advice across pensions, retirement planning and investments.
• Conduct client meetings via video and telephone.
• Build trusted long-term client relationships.
• Translate complex financial concepts into clear, practical guidance.
• Work closely with paraplanners and client service teams to deliver high-quality advice.
• Maintain compliant and accurate client documentation.

Skills

Regulated financial advice

Pension and retirement planning

Client relationship management

Remote advisory delivery

Job description

An exciting opportunity has arisen for an experienced Financial Adviser / Strategic Planner to join a highly respected national wealth management firm in a fully home-based role.

This position offers something many advisory roles cannot — a consistent pipeline of qualified client meetings, generated through long standing corporate partnerships and workplace financial education programmes. That means no prospecting, no self-generation, and no starting from scratch — allowing you to focus on what you do best: delivering high quality financial advice. You’ll work with employees from leading UK organisations, helping them build confidence around their pensions, investments and long-term financial planning.

The Opportunity

As a Strategic Planner – New Client Advisor, you will meet with clients introduced through workplace financial wellbeing initiatives. These individuals are actively seeking guidance and value professional financial advice. Clients range from early career professionals through to senior executives, all looking for support with retirement planning and broader financial strategy. You’ll be supported by dedicated paraplanning, client services and technology teams, ensuring your time is focused on delivering advice and building relationships.

Key Responsibilities

• Deliver personalised financial advice across pensions, retirement planning and investments
• Conduct client meetings via video and telephone
• Build trusted long-term client relationships
• Translate complex financial concepts into clear, practical guidance
• Work closely with paraplanners and client service teams to deliver high-quality advice
• Maintain compliant and accurate client documentation

About You

• Minimum 2 years’ experience providing regulated financial advice
• Strong experience in pension and retirement planning
• Excellent client relationship and communication skills
• Ability to deliver advice in a remote environment

Build an Advice Career With Momentum

This firm is committed to helping employees across the UK build financial confidence and security for the future. For advisers, that means access to trusted client introductions, meaningful conversations, and a career environment designed for long-term success.

Salary up to £80,000, depending on experience

Uncapped Bonus 25 days annual leave + bank holidays

Option to apply for 3 additional leave days

Private medical insurance 6% employer pension contribution

Death in Service (DIS)

Ongoing professional development and career progressio