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Chartered Independent Financial Adviser

  • Salary: £35000 - £70000 per annum + Benefits, Bonus
  • Location: North Yorkshire
  • Sector: Financial Planning
  • Job type: Permanent
  • Date posted:
    02 Aug 2018
  • Job reference: 31350

Are you a Financial Adviser who deals with both private and corporate clients looking for a hybrid planning role based in North Yorkshire with a warm base of clients?

I am currently working with an award-winning independent financial advice practice who are looking for and Independent Financial Adviser to join their business in North Yorkshire. The business is known for it's friendly and supportive environment and forward thinking nature as well as empowering it's employees to succeed.

Within the role you will be managing your own portfolio of private and corporate clients generating new business, you will also be account management your client base holding annual reviews on full holistic financial planning. As an IFA within the business you will be expected to hold seminars and attend networking events to consistently promote the companies profile within the industry.

To be successful you will be expected to hold the CII Diploma in Financial Planning and be working towards chartered status if you don't already hold it. You have had some experience dealing with corporate clients at SME and mid-corporate level as well as advising on auto-enrolment and work place pensions as well as the full range of individual financial planning areas. You should also hold a strong understanding of the current FCA regulations and be compliant.

In reward for you efforts the business offers a basic salary of up to £70,000 plus a bonus structure and corporate employee benefits including personal health cover including mental health, 28 days holiday plus bank holidays, death in service benefits, company pension scheme as well as others.

You will further be rewarded with flexible working hours, corporate days out, socials and other soft rewards.

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: