Financial Advisor
other jobs IDEX Consulting Ltd
Added before 4 Days
- England,Yorkshire and The Humber,West Yorkshire
- Full Time, Permanent
- £50,000 - £80,000 per annum
Job Description:
An exciting opportunity has arisen for aFinancial 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.
The role:
*Conducting in-depth financial reviews for clients, understanding their goals and objectives.
*Providing expert advice on investment, retirement planning, estate planning, and other financial matters
*Building and maintaining strong client relationships
Package:
*Base Salary: £50,000 - £80,000 DOE
*Uncapped Commission & Competitive Bonus Structure
*Supportive and well-established firm with a strong reputation
Key Requirements:
*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.
Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.
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.
The role:
*Conducting in-depth financial reviews for clients, understanding their goals and objectives.
*Providing expert advice on investment, retirement planning, estate planning, and other financial matters
*Building and maintaining strong client relationships
Package:
*Base Salary: £50,000 - £80,000 DOE
*Uncapped Commission & Competitive Bonus Structure
*Supportive and well-established firm with a strong reputation
Key Requirements:
*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.
Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.
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.
Job number 3594986
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Company Details:
IDEX Consulting Ltd
Company size: 20–49 employees
Industry: Recruitment Consultancy
’Taking Pride in Making You Successful’IDEX Consulting is an innovative, independent Recruitment and Talent Management Consultancy special...