Remote Financial Adviser — Grow Your 100‑Client Book

IDEX Consulting Ltd.; West Midlands; Híbrido; GBP 51.000 - 85.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

High earnings potential

Uncapped bonuses

Established client base

Regular leads

Home-based with flexible diary

Remote/face-to-face meetings

Pension & benefits

Strong brand backing

Descripción de la vacante

IDEX Consulting Ltd. is partnering with a leading national wealth management business in the West Midlands to recruit an experienced Financial Adviser.

You will join an established firm with an approximate 100-client portfolio, regular opportunities and the backing of a well-known brand. This role offers flexible home-based working, a mix of remote and face-to-face meetings, and uncapped bonus potential linked to new business.

Formación

• Qualified to provide regulated financial advice
• Experience managing an existing client bank
• Strong knowledge across investments, pensions and retirement planning
• Proactive in generating new business and leads

Responsabilidades

• Deliver high-quality financial advice to clients
• Grow and manage an established client base
• Balance remote appointments with face-to-face meetings
• Build long-term client relationships and provide suitable recommendations

Conocimientos

Regulated financial advice

Client relationships

New business development

Investments

Pensions

Retirement planning

Compliance

Customer service

Educación

Level 4 Diploma in Financial Planning

Descripción del empleo

IDEX Consulting Ltd. is partnering with a leading national wealth management business in the West Midlands to recruit an experienced Financial Adviser.

You will join an established firm with an approximate 100-client portfolio, regular opportunities and the backing of a well-known brand. This role offers flexible home-based working, a mix of remote and face-to-face meetings, and uncapped bonus potential linked to new business.