Home Based Financial Planner

IDEX Consulting; England; Remote; GBP 30,000 - 60,000; Full time

Job summary

A leading national firm in the financial sector seeks a home-based Financial Advisor, offering flexibility and excellent earning potential. The role involves providing pension and retirement planning advice, supported by high-quality leads from major corporate clients. Ideal candidates will have at least 2 years of experience and relevant qualifications, with the opportunity to grow their career in a supportive environment.

Benefits

Uncapped Commission & Competitive Bonus Structure

25 days + bank holidays + option for 3 additional days

Private medical insurance

6% employer pension contribution

Discretionary bonus scheme

Qualifications

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

Responsibilities

• Provide pensions and retirement advice to clients.
• Support clients with informed financial decisions.
• Work with pre-qualified leads from corporate firms.

Skills

Pensions advice

Client relationship management

Financial planning

Education

CAS status

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, 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

The ideal candidate will have a minimum of 2 years' experience as a financial adviser, hold CAS status, and have experience within pensions advice, which will constitute 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 more information, please send your CV to [e-mail].

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