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Chartered Independent Financial Adviser

  • Salary: £40000 - £55000 per annum + benefits package
  • Location: Huddersfield, West Yorkshire
  • Sector: Financial Planning
  • Job type: Permanent
  • Date posted:
    22 Jan 2019
  • Job reference: 32051

Are you a Financial Planner who is looking to work for an award winning firm? Who is looking to take on loyal and rewarding relationships and a smooth client bank? Are you looking to work as part of a team and growing business? Then this may be for you...

An award winning Chartered Independent Financial Advisory Practice are looking for a Financial Planner to join their team in Huddersfield. 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 and during this all support and compliance will be provided by the team. Yo will need to be Chartered status or working toward Level 6 to be considered for this opportunity.

A salary banding of up to £55,000 has been offered by the client as well as a bonus structure. You will also benefit from a full corporate benefits package. The office culture is extremely important to the client so there are many socials that happen throughout the year as well as free parking on site. Progression is also an aspect of the company culture where the client sees this opportunity progressing to a board level appointment.

Please visit the IDEX Consulting Ltd website for further opportunities. If your application is successful, we aim to contact you to discuss the opportunity in more detail within 2 working days. 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. If your application is unsuccessful, the information supplied may still be retained for up to 3 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.

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