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- Tasks: Nurture client relationships and conduct thorough financial reviews from home.
- Company: Join an award-winning national firm with a client-centric approach.
- Benefits: Enjoy 25 days holiday, private medical insurance, and a generous pension contribution.
- Why this job: Make a real impact by delivering ongoing value to clients in a supportive environment.
- Qualifications: Experience in financial advice and CAS status are essential.
- Other info: Flexible salary and uncapped bonuses for quality client service.
The predicted salary is between 43200 - 72000 £ per year.
An exciting opportunity has arisen for a Review-Focused Financial Advisor to join an award-winning national firm in a home-based capacity. This role is ideal for an experienced advisor who enjoys nurturing existing client relationships, conducting thorough annual reviews, and delivering high-quality, ongoing financial advice rather than focusing on new business generation.
The firm works with employers across the UK, providing trusted financial advice to workplace clients with a particular focus on pensions, retirement planning, and holistic financial well‑being. Location: Home-based (Ideally local to Bristol for occasional meetings)
Package
- Base Salary: £60,000 (flexible for the right candidate)
- Uncapped bonus structure linked to quality and volume of client reviews/advice
- Full back‑office and paraplanning support
- Well‑established, reputable firm with an ethical and client‑centric approach
Key Requirements
- Experience in financial advice
- CAS status (Competent Adviser Status) essential
- Strong background in pension and retirement planning
- Comfortable conducting client reviews and maintaining long‑term relationships
- Focused on providing advice rather than generating new business
Perks & Benefits
- 25 days holiday + bank holidays + option to apply for 3 additional days
- Discretionary bonus scheme
- Private medical insurance
- 6% employer pension contribution
- Death in service cover (DIS)
This is a fantastic opportunity for an advisor who takes pride in delivering ongoing value to existing clients. You\’ll be joining a respected firm that offers genuine work‑life balance, a collaborative culture, and long‑term career development.
If this role sounds like it could be for you and you\’d like more information, please send your CV to Samantha.durbridge@idexconsulting.com
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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Financial Adviser - Review - South West employer: IDEX Consulting
Contact Detail:
IDEX Consulting Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Adviser - Review - South West
✨Tip Number 1
Network like a pro! Reach out to your existing connections in the financial sector and let them know you're on the lookout for opportunities. You never know who might have a lead or can put in a good word for you.
✨Tip Number 2
Prepare for those interviews! Research the company thoroughly, especially their approach to client relationships and financial advice. Tailor your responses to show how your experience aligns with their values and needs.
✨Tip Number 3
Showcase your expertise! Bring along examples of your past client reviews and how you've maintained long-term relationships. This will demonstrate your commitment to quality advice rather than just chasing new business.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you're serious about joining a firm that values ethical and client-centric approaches.
We think you need these skills to ace Financial Adviser - Review - South West
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects your experience in financial advice, especially focusing on client reviews and relationship management. We want to see how you've nurtured existing client relationships and provided ongoing financial advice.
Highlight Relevant Experience: Emphasise your CAS status and any specific experience you have in pensions and retirement planning. This role is all about delivering high-quality advice, so let us know how you've done that in the past!
Showcase Your Client-Centric Approach: In your application, share examples of how you've prioritised client needs and maintained long-term relationships. We love candidates who take pride in their work and focus on providing value to clients.
Apply Through Our Website: We encourage you to apply directly through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any important updates!
How to prepare for a job interview at IDEX Consulting
✨Know Your Stuff
Make sure you brush up on your knowledge of pensions and retirement planning. Familiarise yourself with the latest trends and regulations in financial advice, as this will show your expertise and commitment to the role.
✨Showcase Client Relationships
Prepare examples of how you've nurtured client relationships in the past. Be ready to discuss specific instances where your ongoing advice made a significant impact on a client's financial well-being.
✨Emphasise Your Review Skills
Since this role focuses on conducting thorough annual reviews, be prepared to explain your process for these reviews. Highlight how you ensure clients feel valued and understood during these discussions.
✨Align with Their Values
Research the firm's ethical and client-centric approach. During the interview, express how your values align with theirs, particularly regarding diversity, equity, and inclusion, to demonstrate that you're a good cultural fit.