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Financial Advisor

IDEX Consulting Ltd
Posted 9 hours ago, valid for 5 hours
Location

Leeds, West Yorkshire LS12 5HR, England

Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • An exciting opportunity has arisen for a Financial Advisor to join an award-winning national firm in a home-based capacity.
  • The role involves conducting in-depth financial reviews, providing expert advice on various financial matters, and building strong client relationships.
  • The position offers a base salary ranging from £50,000 to £80,000 depending on experience, along with uncapped commission and a competitive bonus structure.
  • Candidates are required to have experience in financial advice, CAS status, and proven experience in pension advice.
  • This role offers flexibility, career growth, and a supportive environment with additional perks such as private medical insurance and a 6% employer pension contribution.

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.

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.