Remote Financial Advisor – Flexible Hours & Growth

IDEX Consulting; Remote; GBP 60,000 - 80,000; Full time

Job summary

A leading financial wellbeing company in Liverpool is seeking a dedicated professional to conduct in-depth financial reviews and offer expert investment advice. The role includes building and maintaining strong client relationships while enjoying a commission-based compensation structure and a managed client base with no demand for client acquisition. Join a supportive workplace with marketing assistance, ongoing training, and opportunities for progression as the business expands.

Benefits

Tiered commission structure

Managed client base

Full Paraplanner and Admin support

Ongoing training and support

Marketing support

Qualifications

• Experience in conducting in-depth financial reviews for clients.
• Ability to provide expert advice on various financial matters.
• Strong skills in building and maintaining client relationships.

Responsibilities

• Conduct detailed financial reviews to understand client goals.
• Provide comprehensive advice on retirement and investment planning.
• Maintain and strengthen client relationships.

Skills

Conducting financial reviews

Investment advice

Client relationship management

Job description

A leading financial wellbeing company in Liverpool is seeking a dedicated professional to conduct in-depth financial reviews and offer expert investment advice. The role includes building and maintaining strong client relationships while enjoying a commission-based compensation structure and a managed client base with no demand for client acquisition. Join a supportive workplace with marketing assistance, ongoing training, and opportunities for progression as the business expands.