Remote Financial Adviser: Client-Focused, No Prospecting

IDEX Consulting Ltd; United Kingdom; Remote; GBP 48,000 - 80,000; Full time

Benefits offered by this job

Fully home based

Uncapped bonus

25 days leave

3 extra leave days

Private medical insurance

Death in Service

Career development

Job summary

IDEX Consulting Ltd. is recruiting for a Financial Adviser / Strategic Planner in a fully home-based role across the UK. You will focus on building trusted client relationships and delivering high-quality financial advice, with a steady pipeline of qualified meetings from workplace programmes and corporate partnerships.

No cold prospecting, no from-scratch client-building. The role emphasizes pensions, investments, retirement planning and broader financial strategy, supported by paraplanning and

Qualifications

• 2 years’ experience providing regulated financial advice.
• Strong experience across pensions and retirement planning.
• Excellent communication and relationship-building skills.
• Ability to deliver high-quality advice and build rapport in a remote environment.

Responsibilities

• Deliver personalised financial advice across pensions, retirement planning and investments.
• Conduct client meetings via video and telephone.
• Build strong, trusted and long-term client relationships.
• Turn complex financial concepts into clear, practical recommendations.
• Work closely with paraplanning and client service teams to deliver an excellent client experience.
• Maintain accurate, compliant and high-quality client documentation.

Skills

Financial advice

Pensions

Retirement planning

Relationship building

Remote communication

Job description

IDEX Consulting Ltd. is recruiting for a Financial Adviser / Strategic Planner in a fully home-based role across the UK. You will focus on building trusted client relationships and delivering high-quality financial advice, with a steady pipeline of qualified meetings from workplace programmes and corporate partnerships.

No cold prospecting, no from-scratch client-building. The role emphasizes pensions, investments, retirement planning and broader financial strategy, supported by paraplanning and