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- Tasks: Help clients with financial planning, focusing on pensions and retirement advice.
- Company: Join an award-winning national firm known for its supportive culture and strong reputation.
- Benefits: Enjoy uncapped commission, competitive bonuses, and 25+ days off plus bank holidays.
- Why this job: Experience flexibility, career growth, and a chance to make a real impact on clients' lives.
- Qualifications: Must have 2 years of experience, CAS status, and expertise in pensions advice.
- Other info: Receive high-quality leads from top UK corporate firms to boost your success.
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 changes will help you stand out during interviews.
✨Tip Number 3
Prepare to discuss your experience with pre-qualified leads. Think of specific examples where you've successfully converted leads into clients, as this will demonstrate your effectiveness in a similar role.
✨Tip Number 4
Research the company’s values and culture. Understanding what they prioritise can help you tailor your conversations and show how you align with their mission during any discussions.
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 for an award-winning national firm and how you can contribute to their success.
Highlight Relevant Experience: In your application, emphasise your CAS status and any relevant certifications. Detail your experience with pre-qualified leads and how you've successfully helped clients make informed financial decisions.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial in the financial planning industry.
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 industry standards. Brush up on key statistics related to pensions and retirement planning, as these will likely come up during your interview.
✨Demonstrate Your Experience
With a minimum of 2 years required experience, be prepared to discuss specific cases where you've successfully advised clients. Highlight your CAS status and any relevant achievements that showcase your expertise in pensions advice.
✨Understand the Company Culture
Research the firm’s values and reputation in the industry. Be ready to explain why you want to work for this particular company and how your personal values align with theirs, especially regarding their commitment to supporting advisors.
✨Prepare Questions
Interviews are a two-way street. Prepare insightful questions about the role, the support you'll receive, and the company's approach to client relationships. This shows your genuine interest and helps you assess if the firm is the right fit for you.
