Financial Planner

JR United Kingdom; Leeds; Remote; GBP 30,000 - 50,000; Full time

Job summary

Join a leading national financial firm as a home-based Financial Advisor, where you'll have access to pre-qualified leads and support to thrive in your role. With competitive earnings potential, including uncapped commission and bonuses, this opportunity offers flexible working and a commitment to your career growth.

Benefits

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

Private medical insurance

Discretionary bonus scheme

Uncapped Commission

Qualifications

• Minimum of 2 years experience as a financial adviser.
• Hold CAS status.
• Experience within pensions advice.

Responsibilities

• Provide financial advice, particularly regarding pensions.
• Work with leads from large corporate firms.
• Join a home-based national firm.

Skills

Pensions Advice

Financial Planning

Education

CAS status

Job description

Social network you want to login/join with:

Financial Planner, Leeds, West Yorkshire

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Client:

IDEX Consulting Ltd

Location:

Leeds, West Yorkshire, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Views:

5

Posted:

31.05.2025

Expiry Date:

15.07.2025

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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]