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Financial advisor

Preston (Lancashire)
Idex Consulting
Financial advisor
Posted: 5 September
Offer description

Overview

My client is a national award winning financial advice firm. An exciting opportunity has arisen for an experienced financial adviser to join them 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!


Responsibilities

* Provide financial advice to clients with a focus on pensions and retirement planning, with around 60% of cases in this area.
* Work with employers across the UK and utilise high quality, pre-qualified leads from large corporate firms.
* Collaborate with the wider business to deliver a high standard of client service and professional advice.


Qualifications

* Experience as a Financial Adviser.
* CAS status.
* Experience within pensions advice.


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
* DIS


Diversity, Equity and Inclusion

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.

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.

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