Home Based Financial Planner

IDEX Consulting; Remote; GBP 50,000 - 80,000; Full time

Job summary

A leading financial services firm is hiring a home-based Financial Advisor with a strong background in pension advice. The position offers uncapped commission, a supportive work environment, and excellent career growth opportunities. Ideal candidates will have CAS status and at least 2 years of experience as a financial adviser. The role will focus primarily on pensions advice and managing client relationships, with leads provided from notable corporate clients.

Benefits

Uncapped commission

Competitive bonus structure

Private medical insurance

6% employer pension contribution

25 days + bank holidays

Qualifications

• Minimum 2 years experience as a financial adviser.
• Hold CAS status for financial advisory services.
• Experience with pensions advice is essential.

Responsibilities

• Provide financial advice in a home-based setting.
• Support clients with pension and retirement planning.
• Generate leads and manage client relationships.

Skills

Financial advisory experience

Pensions advice

Client relationship management

Lead generation

Education

CAS status

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.

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!

Benefits

• 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
• 6% employer pension contribution
• 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