Financial Adviser - Review - South West

IDEX Consulting

  • Bristol Area
  • £60,000 per year
  • Permanent
  • Full-time
  • 1 month ago
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.comVisit 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 MissionAt 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.

IDEX Consulting