Financial Planner

JR United Kingdom; Kingston upon Hull; Remote; GBP 30,000 - 50,000; Full time

Job summary

A leading national financial firm seeks a Financial Advisor for a home-based role. This position offers excellent earning potential and career growth, with a focus on pensions advice. You will receive support from the company and access to pre-qualified leads from major corporate firms.

Benefits

Uncapped Commission

Competitive Bonus Structure

25 days + bank holidays

Discretionary bonus scheme

Private medical insurance

Qualifications

• Minimum 2 years experience as a financial adviser.
• Hold CAS status.
• Experience in pensions advice (around 60% of cases).

Responsibilities

• Join an award-winning national firm in a home-based capacity.
• Work with employers across the UK to assist employees with financial decisions.
• Manage pre-qualified leads for pension and retirement planning.

Skills

Pensions Advice

Financial Planning

Education

CAS Status

Job description

Social network you want to login/join with:

Financial Planner, Kingston upon Hull, East Yorkshire

Client:

IDEX Consulting Ltd

Location:

Kingston upon Hull, East Yorkshire, United Kingdom

Job Category:

Other

EU work permit required:

Yes

Job Views:

6

Posted:

31.05.2025

Expiry Date:

15.07.2025

Job Description:

Home-Based | Award-Winning National Firm

Highly competitive basic on offer + Bonus

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 2 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.

If this home-based financial adviser role sounds like it could be for you, and you would like some more information, please send your CV to [emailprotected]