IDEX Consulting Ltd
Financial Advisor
How your CV stacks up
Upload your CV to see how well it fits this job role
?%
Strategic Planner – New Client Advisor
Home Based
An exciting opportunity has arisen for an experienced Financial Adviser / Strategic Planner to join a highly respected national wealth management firm in a fully home-based role.
This position offers something many advisory roles cannot — a consistent pipeline of qualified client meetings, generated through long standing corporate partnerships and workplace financial education programmes. That means no prospecting, no self-generation, and no starting from scratch — allowing you to focus on what you do best: delivering high quality financial advice. You’ll work with employees from leading UK organisations, helping them build confidence around their pensions, investments and long-term financial planning.
The Opportunity
As a Strategic Planner – New Client Advisor, you will meet with clients introduced through workplace financial wellbeing initiatives. These individuals are actively seeking guidance and value professional financial advice. Clients range from early career professionals through to senior executives, all looking for support with retirement planning and broader financial strategy. You’ll be supported by dedicated paraplanning, client services and technology teams, ensuring your time is focused on delivering advice and building relationships.
Reasons to use Rodeo
Start with a chat, not a search bar
Grad scheme, placement, apprenticeship? Not sure what you want yet — that's fine. Your agent talks it through with you and turns "I have no idea" into a shortlist.
It searches the market for you
Every day your agent scans the market matching roles against what actually matters to you, not just keywords on a CV.
Only hits
No noise. No "maybe this fits." Just roles with a clear explanation of why they're right — and where to focus when applying.
Key Responsibilities
- Deliver personalised financial advice across pensions, retirement planning and investments
- Conduct client meetings via video and telephone
- Build trusted long-term client relationships
- Translate complex financial concepts into clear, practical guidance
- Work closely with paraplanners and client service teams to deliver high-quality advice
- Maintain compliant and accurate client documentation
About You
To be successful in this role you will have:
Get help with your application
Your very own career expert that helps elevate your application to the next level.
- Minimum 2 years’ experience providing regulated financial advice
- CAS status (Competent Adviser Status)
- Strong experience in pension and retirement planning
- Excellent client relationship and communication skills
- Ability to deliver advice in a remote environment
Build an Advice Career With Momentum
This firm is committed to helping employees across the UK build financial confidence and security for the future. For advisers, that means access to trusted client introductions, meaningful conversations, and a career environment designed for long-term success.
Benefits
- Salary up to £80,000, depending on experience
- Uncapped Bonus
- 25 days annual leave + bank holidays
- Option to apply for 3 additional leave days
- Private medical insurance
- 6% employer pension contribution
- Death in Service (DIS)
- Ongoing professional development and career progression
“It took my CV and asked me questions relevant to understanding what kind of jobs to suggest for me. Suggestions were almost perfect. Jobs were exactly what I’ve been looking for.”
Jessica, London
Skills
Location