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Financial advisor

Liverpool (Merseyside)
Idex Consulting
Financial advisor
Posted: 24 May
Offer description

Financial Advisor – Home-Based | Award-Winning National Firm


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.


The role:

* Conducting in-depth financial reviews for clients, understanding their goals and objectives.
* Providing expert advice on investment, retirement planning, estate planning, and other financial matters
* Building and maintaining strong client relationships


Package:

* Base Salary: £50,000 - £65,000 DOE
* Uncapped Commission & Competitive Bonus Structure
* Supportive and well-established firm with a strong reputation


Key Requirements:

* Minimum 2 years’ experience in financial advice
* CAS status (Competent Adviser Status) is essential
* Proven experience in pension advice


Perks:

* 25 days + bank holidays + Option to apply for 3 additional days
* Discretionary bonus scheme
* Private medical insurance
* 6% employer pension contribution
* DIS


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.

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