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Remote Strategic Financial Advisor Pension & Retirement
Remote / Online - Candidates ideally in
Coventry, West Midlands, CV1, England, UK
Listed on 2026-09-02
Coventry, West Midlands, CV1, England, UK
Listing for:
IDEX Consulting Ltd
Remote/Work from Home
position Listed on 2026-09-02
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
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 a consistent pipeline of qualified client meetings generated through workplace financial education programmes, allowing you to focus on delivering high quality financial advice.
As a Strategic Planner – New Client Advisor, you will meet clients introduced through workplace wellbeing initiatives,
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