Remote Financial Advisor — Retirement & Investment Planning

IDEX Consulting; Liverpool; On-site; GBP 45,000 - 65,000; Full time

Benefits offered by this job

Flexible & remote working

Tiered commission structure

Paraplanner and Admin support

Marketing support

Ongoing training and progression

Job summary

IDEX Consulting is seeking a financial adviser to manage a growing client base with flexible and remote working options. You will conduct in-depth financial reviews and provide guidance on investments, retirement planning, and estate planning, building lasting client relationships.

The role offers a tiered commission structure, full paraplanner and admin support, marketing assistance, ongoing training, and opportunities to progress as the business grows.

Qualifications

• Conducting in-depth financial reviews for clients, understanding their goals and objectives.
• Providing expert advice on investment, retirement planning, estate planning, and other financial matters
• Building and maintaining strong client relationships

Responsibilities

• Conducting in-depth financial reviews for clients and understanding their goals
• Providing expert advice on investments, retirement and estate planning
• Building and maintaining strong client relationships

Skills

Financial planning

Client relationships

Investment advice

Retirement planning

Communication

Education

Diploma in Financial Planning

Tools

CRM software

Job description

IDEX Consulting is seeking a financial adviser to manage a growing client base with flexible and remote working options. You will conduct in-depth financial reviews and provide guidance on investments, retirement planning, and estate planning, building lasting client relationships.

The role offers a tiered commission structure, full paraplanner and admin support, marketing assistance, ongoing training, and opportunities to progress as the business grows.