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Permanent

Financial Advisor - Remote

IDEX Consulting Ltd
West Midlands
money-bag £50000 Annual
Posted: 18 July 2026 (Yesterday)
Closing date: 17 August 2026
Ref: 3140717935

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: REMOTEPackage:Base Salary: Up to £80,000 (flexible for the right candidate)Uncapped bonus structure linked to quality and volume of client reviews/adviceFull back-office and paraplanning supportWell-established, reputable firm with an ethical and client-centric approachKey Requirements:Experience in financial adviceCAS status (Competent Adviser Status) essentialStrong background in pension and retirement planningComfortable conducting client reviews and maintaining long-term relationshipsFocused on providing advice rather than generating new businessPerks and Benefits:25 days holiday + bank holidays + option to apply for 3 additional daysDiscretionary bonus schemePrivate medical insurance6% employer pension contributionDeath 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 ..... full job details .....

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