Financial Advisor

IDEX Consulting; West Yorkshire; Remote; GBP 50,000 - 65,000; Full time

Job summary

Join a leading national firm as a Financial Advisor, enjoying the flexibility of a home-based role within a supportive environment. You'll conduct financial reviews, provide personalized advice on investments, and progress in your career with excellent earning potential and benefits, including a generous pension contribution.

Benefits

25 days annual leave + bank holidays

Discretionary bonus scheme

Private medical insurance

6% employer pension contribution

Opportunities for professional development

Qualifications

• Proven experience in providing financial advice.
• Competent Adviser Status is essential.
• Experience in pension advice is necessary.

Responsibilities

• Conduct financial reviews and understand client objectives.
• Provide expert advice on investment and retirement planning.
• Build and maintain strong relationships with clients.

Skills

Client relationship management

Investment advice

Pension planning

Estate planning

Education

CAS status (Competent Adviser Status)

Experience in financial advice

Job description

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:

• Base Salary: £50,000 - £65,000 DOE
• Uncapped Commission & Competitive Bonus Structure
• Supportive and well-established firm with a strong reputation

Key Requirements:

• Experience in financial advice
• CAS status (Competent Adviser Status) is essential
• Proven experience in pension advice

Perks:

• 25 days + bank holidays + Option to apply for 3 additional days
• Discretionary bonus scheme
• Private medical insurance
• 6% employer pension contribution
• 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.

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Our Diversity, Equity and Inclusion Mission

At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.