Overview
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
REMOTE
Package
Base Salary: Up to £80,000 (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‐centred 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)
Application
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 Joanne.Bullock@idexconsulting.com
Further Information
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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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