IDEX Consulting Ltd
Remote Financial Advisor
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Strategic Planner – New Client Advisor
Fully Home Based | Salary up to £80,000 + Uncapped Bonus
What if your next client meeting was already booked for you?
We’re looking for a Financial Adviser / Strategic Planner to join a highly respected national wealth management firm in a fully home-based role. This is an opportunity to step away from the traditional pressures of prospecting and self-generation and focus on what you do best — building trusted client relationships and delivering high-quality financial advice.
You’ll have access to a consistent pipeline of qualified client meetings, generated through long-standing corporate partnerships and workplace financial education programmes. That means no cold prospecting, no building a client bank from scratch, and no chasing leads. Instead, you’ll meet employees from leading UK organisations who are actively looking for professional financial guidance — from early-career professionals through to senior executives.
The Opportunity
As a Strategic Planner – New Client Advisor, you’ll meet clients introduced through workplace financial wellbeing initiatives. These are meaningful conversations with people who recognise the value of financial advice and want support with areas such as pensions, investments, retirement planning and their wider financial strategy.
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You’ll also have the support of dedicated paraplanning, client services and technology teams, allowing you to spend more of your time doing what matters: advising clients and building long-term relationships.
What You’ll Be Doing
- Deliver personalised financial advice across pensions, retirement planning and investments
- Conduct client meetings via video and telephone
- Build strong, trusted and long-term client relationships
- Turn complex financial concepts into clear, practical recommendations
- Work closely with paraplanning and client service teams to deliver an excellent client experience
- Maintain accurate, compliant and high-quality client documentation
You’ll ideally bring:
- 2 years’ experience providing regulated financial advice
- CAS (Competent Adviser Status)
- Strong experience across pensions and retirement planning
- Excellent communication and relationship-building skills
- The ability to deliver high-quality advice and build rapport in a remote environment
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A Career With Momentum
This is more than simply another advisory role. The firm is committed to helping people across the UK build greater financial confidence and security for the future.
For advisers, that means having access to trusted client introductions, meaningful advice conversations and a platform designed to support long-term career success. If you’re an experienced adviser who would rather spend your time advising clients than prospecting for them, this could be an opportunity worth exploring.
The Package
- Salary up to £80,000, depending on experience
- Uncapped bonus
- 25 days’ annual leave + bank holidays
- Option to purchase/apply for 3 additional leave days
- Private medical insurance
- 6% employer pension contribution
- Death in Service (DIS)
- Ongoing professional development and career progression
- Fully home based. Qualified client opportunities. No cold prospecting. A career built around advice.
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