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Chartered Independent Financial Adviser

  • Salary: £60000 - £80000 per annum + Bonus and Benefits
  • Location: Huddersfield, West Yorkshire
  • Sector: Financial Planning
  • Job type: Permanent
  • Date posted:
    04 Sep 2018
  • Job reference: 30958

Are you an Independent Financial Adviser who is looking to work high net worth clients with the average client holding £1.4 million? Are you looking to work for a business where you are respected, where you have a strong team of support and you have the flexibility required for a work-life balance?

My client are based in the heart of West Yorkshire and are looking for an experienced Independent Financial Adviser to join their team on an employed basis. They are looking for an Independent Financial Adviser due to the growth of their business over the last decade. They are an award-winning practice who pride themselves on their expertise in the field and the service and advice provided to their clients.

The business has a number of referrals into the business as well as a number of clients available for you to look after on joining the company. You will also be expected to attend key events in the calendar including seminars from introducers, CPD events for your professional development as well as networking in and around the region. Further to new business you will also be managing client relationships already within the business and conducting financial advice reviews. You must have strong knowledge of the FCA regulations and be competent and confident with the advice your provide to your clients.

The key to success within the business is the level of service provided, this client is extremely client centric and focused on providing the best of the best.

In reward you will receive a salary negotiable to the relevant to the individual in the region of £60,000 to £80,000 plus bonus as well as a strong employee benefits package, all examination support and free parking as well as a number of soft benefits.

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: