Remote Financial Adviser: Pension Specialist & Growth

IDEX Consulting; Remote; GBP 55,000 - GBP 65,000; Full time

Job summary

A national financial services firm is seeking a Financial Advisor to work from home, providing crucial financial advice and guidance, particularly in pensions and retirement planning. This role offers significant flexibility, career growth, and an excellent rewards package, including a base salary of £65,000, uncapped commission, and a supportive firm culture. Ideal candidates will have at least 2 years of financial advisory experience and the necessary CAS status.

Benefits

25 days holiday + bank holidays

Discretionary bonus scheme

Private medical insurance

6% employer pension contribution

Option to apply for 3 additional days off

Qualifications

• Minimum 2 years' experience in financial advice.
• CAS status (Competent Adviser Status) is essential.
• Proven experience in pension advice.

Responsibilities

• Provide financial advice to clients in a home-based setting.
• Assist clients with informed decisions on pensions and retirement planning.
• Cultivate long-term relationships with clients.

Skills

Financial advice experience

Pension advice

Communication skills

Education

Competent Adviser Status

Job description

A national financial services firm is seeking a Financial Advisor to work from home, providing crucial financial advice and guidance, particularly in pensions and retirement planning. This role offers significant flexibility, career growth, and an excellent rewards package, including a base salary of £65,000, uncapped commission, and a supportive firm culture. Ideal candidates will have at least 2 years of financial advisory experience and the necessary CAS status.