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For Companies At a Glance
- Tasks: Help clients with financial planning, focusing on pensions and retirement.
- Company: Join an award-winning national firm known for its supportive culture.
- Benefits: Enjoy uncapped commission, private medical insurance, and 25+ days off.
- Why this job: Flexible home-based role with excellent earning potential and career growth.
- Qualifications: Experience as a financial adviser and CAS status required.
- Other info: Receive high-quality leads from top UK corporate firms.
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.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!
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 financail adviser, will hold CAS status and will be experienced within pensions advice as this will make up around 60% of your cases.
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.
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Home Based Financial Planner employer: IDEX Consulting
Contact Detail:
IDEX Consulting Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Home Based 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 CAS status and how it has benefited your clients. Highlight specific examples where your advice made a significant impact on their financial decisions.
✨Tip Number 4
Research the company’s values and culture. Understanding what they prioritise can help you tailor your conversations and demonstrate that you’re a great fit for their team.
We think you need these skills to ace Home Based 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 CAS status and expertise in pensions advice. Use specific examples to demonstrate your success in these areas.
Craft a Compelling Cover Letter: Write a cover letter that not only expresses your interest in the home-based Financial Planner role but also outlines how your skills and experiences align with the company's needs. Mention your understanding of the importance of helping employees make informed financial decisions.
Highlight Relevant Achievements: In both your CV and cover letter, include quantifiable achievements related to financial advising. This could be successful client outcomes, sales targets met, or any awards received that showcase your capabilities.
Proofread Your Application: Before submitting your application, carefully proofread all documents for spelling and grammatical errors. A polished application reflects your attention to detail and professionalism, which are crucial in the financial sector.
How to prepare for a job interview at IDEX Consulting
✨Know Your Financial Products
Make sure you have a solid understanding of the financial products you'll be advising on, especially pensions and retirement planning. Brush up on the latest regulations and trends in the industry to demonstrate your expertise.
✨Showcase Your CAS Status
Since holding CAS status is crucial for this role, be prepared to discuss how your qualifications and experience align with the requirements. Highlight any relevant achievements or cases you've successfully managed.
✨Prepare for Scenario Questions
Expect scenario-based questions that assess your problem-solving skills and ability to handle client concerns. Think of examples from your past experiences where you provided exceptional advice or resolved complex issues.
✨Emphasise Your Client-Centric Approach
This role involves working closely with clients to help them make informed decisions. Be ready to share how you build relationships, understand client needs, and tailor your advice accordingly to ensure their financial well-being.
