Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Help clients make smart financial decisions, focusing on pensions and retirement planning.
- Company: Join an award-winning national firm known for its supportive culture and strong reputation.
- Benefits: Enjoy uncapped commission, competitive bonuses, 25 days holiday, and private medical insurance.
- Why this job: Experience flexibility, career growth, and the chance to work with top corporate firms.
- Qualifications: Must have 2 years of experience, CAS status, and expertise in pensions advice.
- Other info: This is a home-based role with high-quality leads provided.
The predicted salary is between 36000 - 60000 £ per year.
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
The ideal candidate for this role will have a minimum of 2 years 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 Alex.merrick@idexconsulting.com.
Financial Planner employer: IDEX Consulting Ltd
Contact Detail:
IDEX Consulting Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planner
✨Tip Number 1
Network with other financial advisors and professionals in the industry. Attend webinars, workshops, or local meetups to build connections that could lead to referrals or insights about the role.
✨Tip Number 2
Familiarise yourself with the latest trends in pensions and retirement planning. Being knowledgeable about current regulations and market conditions will help you stand out during interviews.
✨Tip Number 3
Prepare to discuss your experience with pre-qualified leads and how you've successfully converted them into clients. This will demonstrate your ability to thrive in a supportive environment.
✨Tip Number 4
Research the company’s values and culture. Understanding what they prioritise can help you tailor your conversations and show that you’re a great fit for their team.
We think you need these skills to ace Financial Planner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience as a financial adviser, particularly focusing on your pensions advice expertise. Use specific examples to demonstrate your success in this area.
Craft a Compelling Cover Letter: Write a cover letter that not only outlines your qualifications but also expresses your enthusiasm for the role. Mention why you are interested in working with an award-winning national firm and how you can contribute to their success.
Highlight Relevant Qualifications: Clearly state your CAS status and any other relevant certifications or qualifications. This will help the hiring team quickly see that you meet the essential criteria for the role.
Follow Up: After submitting your application, consider sending a polite follow-up email to express your continued interest in the position. This can help keep you on their radar and show your proactive attitude.
How to prepare for a job interview at IDEX Consulting Ltd
✨Know Your Numbers
As a Financial Planner, it's crucial to be well-versed in financial metrics and market trends. Brush up on your knowledge of pensions, retirement planning, and any recent changes in financial regulations that could impact your advice.
✨Demonstrate Your Experience
With a minimum of 2 years as a financial adviser required, be prepared to discuss specific cases where you've successfully guided clients through their financial decisions. Highlight your CAS status and how it has enhanced your advisory skills.
✨Showcase Your Communication Skills
Effective communication is key in this role. Practice explaining complex financial concepts in simple terms, as you'll need to help clients understand their options clearly. Consider role-playing with a friend to refine your approach.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm's culture, support systems, and lead generation processes. This shows your genuine interest in the role and helps you assess if the company aligns with your career goals.
