Financial Adviser (Home based Scotland)

IDEX Consulting; Remote; GBP 55,000 - 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

Financial Advisor - Home-Based | Award-Winning National Firm - Scotland
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.
Location: Home-based

Package:

• Base Salary: £65,000 (flexible for the right candidate)
• Uncapped Commission & Competitive Bonus Structure
• Supportive and well-established firm with a strong reputation

Key Requirements:

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

Perks:

• 25 days + bank holidays + Option to apply for 3 additional days
• Discretionary bonus scheme
• Private medical insurance
• 6% employer pension contribution
• DIS

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.
If this role sounds like it could be for you, and you would like some more information please send your CV to [e-mail]
Financial Advisor - Home-Based | Award-Winning National Firm - Scotland

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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.