Remote Financial Advisor - Wealth & Retirement Specialist

IDEX Consulting Ltd; Manchester; Remote; GBP 50,000 - 80,000; Full time

Job summary

A financial advisory firm based in the UK is seeking a Financial Advisor to conduct in-depth financial reviews and provide expert advice on various financial matters. The role offers a competitive salary ranging from £50,000 to £80,000, along with numerous benefits including extensive training and support. Ideal for candidates with strong client relationship management skills and financial planning expertise. This is a remote position.

Benefits

Tiered commission structure

Managed client base

Full Paraplanner and Admin support

Ongoing training and support

25 days holiday plus bank holidays

Workplace Pension

Private medical insurance

Permanent health insurance

Qualifications

• Experience in conducting financial reviews and advising clients.
• Strong understanding of retirement planning and investment strategies.
• Ability to build and maintain long-term client relationships.

Responsibilities

• Conduct in-depth financial reviews for clients.
• Provide advice on investment and retirement planning.
• Build and maintain strong client relationships.

Skills

Financial planning expertise

Client relationship management

Investment advice

Estate planning knowledge

Job description

A financial advisory firm based in the UK is seeking a Financial Advisor to conduct in-depth financial reviews and provide expert advice on various financial matters. The role offers a competitive salary ranging from £50,000 to £80,000, along with numerous benefits including extensive training and support. Ideal for candidates with strong client relationship management skills and financial planning expertise. This is a remote position.