Job description
I'm working with an established, nationwide Wealth Management firm that's looking for a Pensions & Benefits Consultant to step into an established portfolio, following the upcoming retirement of an adviser
Established Portfolio - You'll inherit a well-managed client base, covering a diverse mix of SME and corporate clients
Variety & Impact - While pensions form the core, they're looking for a true all-rounder who enjoys working across multiple business lines and adding value beyond the traditional remit
High-Growth Environment - The business is expanding rapidly, with Workplace Solutions a major focus area. It's the perfect time to join and make your mark
Collaborative Culture - You'll be part of a united, supportive team where referrals flow freely and cross-business collaboration is actively encouraged
Dedicated Support - You'll have 1:1 support for admin and research, so you can focus on what you do best - building relationships and delivering exceptional advice
Fantastic Earning Potential - Competitive base salary plus generous bonus above threshold, plus new business kickbacks from wealth team referrals
If you're looking for a role that combines stability, growth, and genuine earning potential within a forward-thinking, collaborative firm - this could be the perfect next step
If you have experience working for an intermediary, please apply now
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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.
