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Financial planner
Home based Financial Planner

Home based Financial Planner

IDEX Consulting Ltd

Posted 2 days ago, valid for a month

London, Greater London SW15 4NN, England

Full Time

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Sonic Summary

An exciting opportunity has arisen for a Financial Advisor to join an award-winning national firm in a home-based capacity.
The ideal candidate will have experience as a financial adviser, hold CAS status, and possess expertise in pensions advice, which constitutes around 60% of the cases.
This role offers a competitive salary with uncapped commission and a bonus structure, alongside a comprehensive benefits package including private medical insurance and a 6% employer pension contribution.
Candidates are encouraged to apply if they are seeking flexibility and career growth within a supportive and well-established firm.
To be considered for this position, applicants should have at least 3 years of relevant experience in financial advisory roles.

An exciting opportunity has arisen for a Financial 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.You will be supported by the wider business, and will be provided with high quality and pre qualified leads from some of the UK's largest corporate firms! Benefits:

Uncapped Commission & Competitive Bonus Structure
Supportive and well-established firm with a strong reputation
25 days + bank holidays + Option to apply for 3 additional days
Discretionary bonus scheme
Private medical insurance
6% employer pension contribution
DIS

The ideal candidate for this role will have experience as a financial adviser, will hold CAS status and will be experienced within pensions advice as this will make up around 60% of your cases. 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.

If this home based financial adviser role sounds like it could be for you, and you would like some more information please send your CV to

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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.

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