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Chartered Financial Adviser

  • Salary: £40000.00 - £70000.00 per annum + benefits and bonus
  • Location: West Yorkshire
  • Sector: Financial Planning
  • Job type: Permanent
  • Date posted:
    27 Sep 2017
  • Job reference: 28549
Chartered Financial Planner
£40,000 to £70,000

An award winning Chartered Independent Financial Advisory Practice are looking for a Chartered Financial Planner to join their team in Halifax. The business is well established and has is well known in Yorkshire market. They are looking for an individual who has experience dealing with ultra high net worth clients with majority of clients in the client bank having investable assets over £500,000. The role has become available due to retirement.

The successful Adviser will need to be able to provide full independent holistic advice to clients. Paraplanning and administration support is provided. The Adviser will need to be of Chartered status to apply for this role.

A full corporate benefits package is being offered as well as a competitive bonus scheme.

Please visit the IDEX Consulting Ltd website for further opportunities. If your application is successful we will contact you to discuss the opportunity in more detail within 2 working days of receiving your application. If your application is unsuccessful, the information supplied may still be retained for use in connection with future vacancies. Due to the overwhelming application response we receive through various sources, should you not hear from us within one week then please assume your application has been unsuccessful.
Our clients include: