Financial Advisor

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

Job summary

An award-winning advisory firm in the UK is seeking a Financial Advisor for a home-based role. The position offers flexibility, career growth, and an excellent earning potential with uncapped commission. The ideal candidate should have experience in financial advising and pensions. The company supports its advisors with pre-qualified leads from major corporate firms and offers a competitive bonus structure along with various benefits.

Benefits

Uncapped Commission

Private Medical Insurance

25 days holiday + bank holidays

Qualifications

• Experience as a Financial Adviser.
• Hold CAS status.
• Experience in pensions advice preferred.

Responsibilities

• Assist employees in making financial decisions.
• Provide pensions and retirement planning advice.

Skills

Financial Advice

Pensions Advice

Communication Skills

Job description

Overview

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

Qualifications

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.

Additional information

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Our Diversity, Equity and Inclusion Mission

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.