Financial Advisor

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

Job summary

An award-winning national firm is seeking a Financial Advisor for a home-based role, offering flexibility, career growth, and excellent earning potential. Key responsibilities include conducting financial reviews, providing expert advice, and maintaining client relationships. The ideal candidate should have experience in financial advice and hold Competent Adviser Status (CAS). This firm values its advisors and offers a competitive rewards package, including a base salary of £50,000 - £65,000 and various perks.

Benefits

25 days + bank holidays + Option to apply for 3 additional days

Discretionary bonus scheme

Private medical insurance

6% employer pension contribution

Qualifications

• Competent Adviser Status (CAS) is essential.
• Strong client relationship management skills.

Responsibilities

• Conduct in-depth financial reviews for clients.
• Provide expert advice on investment and retirement planning.
• Build and maintain strong client relationships.

Skills

Experience in financial advice

Proven experience in pension advice

Job description

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, - £65, 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.