Financial Advisor - Remote

IDEX Consulting; Remote; GBP 68,000 - 80,000; Full time

Job summary

A reputable financial advisory firm is seeking a Review-Focused Financial Advisor to provide ongoing financial advice in a remote capacity. Ideal candidates will nurture existing client relationships and conduct thorough reviews, emphasizing pensions and retirement planning. The role offers a competitive salary of up to £80,000 and various benefits, including a discretionary bonus and private medical insurance.

Benefits

25 days holiday + bank holidays

Discretionary bonus scheme

Private medical insurance

6% employer pension contribution

Death in service cover

Qualifications

• Experience in providing high-quality financial advice.
• CAS status is essential for this role.
• Ability to conduct thorough client reviews.

Responsibilities

• Nurture existing client relationships through annual reviews.
• Provide ongoing financial advice focused on client well-being.

Skills

Experience in financial advice

Competent Adviser Status (CAS)

Background in pension and retirement planning

Client relationship management

Job description

An exciting opportunity has arisen for a Review‑Focused Financial Advisor to join an award‑winning national firm in a home‑based capacity. This role is ideal for an experienced advisor who enjoys nurturing existing client relationships, conducting thorough annual reviews, and delivering high‑quality, ongoing financial advice – rather than focusing on new business generation.

The firm works with employers across the UK, providing trusted financial advice to workplace clients, with a particular focus on pensions, retirement planning, and holistic financial well‑being.

Location: REMOTE

Package:

• Base Salary: Up to £80,000 (flexible for the right candidate)
• Uncapped bonus structure linked to quality and volume of client reviews/advice
• Full back‑office and paraplanning support
• Well‑established, reputable firm with an ethical and client‑centric approach

Key Requirements:

• Experience in financial advice
• CAS status (Competent Adviser Status) essential
• Strong background in pension and retirement planning
• Comfortable conducting client reviews and maintaining long‑term relationships
• Focused on providing advice rather than generating new business

Perks & Benefits:

• 25 days holiday + bank holidays + option to apply for 3 additional days
• Discretionary bonus scheme
• Private medical insurance
• 6% employer pension contribution
• Death in service cover (DIS)

This is a fantastic opportunity for an advisor who takes pride in delivering ongoing value to existing clients. You'll be joining a respected firm that offers genuine work‑life balance, a collaborative culture, and long‑term career development.

If this role sounds like it could be for you and you'd like more information, please send your CV to [e-mail]

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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.