Remote Review-Focused Financial Advisor: Pensions

IDEX Consulting; England; Hybrid; 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

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.