Financial Planner

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

Job summary

A national financial services firm in the United Kingdom is seeking a Financial Advisor to work from home. This role emphasizes providing pension advice and helping clients make informed financial decisions. The ideal candidate will have experience as a financial adviser and hold CAS status. The position offers competitive earnings potential, including uncapped commissions, a strong support system, and additional benefits such as private medical insurance and employer pension contributions.

Benefits

Uncapped Commission & Competitive Bonus Structure

Private medical insurance

6% employer pension contribution

25 days + bank holidays

Qualifications

• Experience as a Financial Advisor with CAS status.
• Skilled in providing pensions advice for retirement planning.
• Ability to work in a home-based capacity.

Responsibilities

• Provide financial advice, particularly regarding pensions.
• Assist clients in making informed financial decisions.
• Utilize high quality pre-qualified leads from corporate firms.

Skills

Experience as a financial adviser

Pensions advice

CAS status

Job description

An exciting opportunity has arisen for a Financial Advisor to join an award‑winning national firm in a home‑based capacity. This role offers the perfect blend of flexibility, career growth, and excellent earning potential. The company works with employers across the UK to help employees make informed financial decisions, particularly regarding pensions and retirement planning.

You will be supported by the wider business, and will be provided with high quality and pre‑qualified leads from some of the UK’s largest corporate firms!

Benefits:

• Uncapped Commission & Competitive Bonus Structure
• Supportive and well‑established firm with a strong reputation
• 25 days + bank holidays + Option to apply for 3 additional days
• Discretionary bonus scheme
• Private medical insurance
• 6% employer pension contribution
• DIS

The ideal candidate for this role will have experience as a financial adviser, will hold CAS status and will be experienced within pensions advice as this will make up around 60% of your cases.

This is a fantastic opportunity to join a respected firm that truly values its advisors, offering long‑term career growth and an exceptional rewards package.

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At IDEX, we strive for an inclusion‑first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.