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Financial Adviser

  • Salary: £40000 - £45000 per annum + Benefits Package
  • Location: West Yorkshire
  • Sector: Financial Planning
  • Job type: Permanent
  • Date posted:
    17 Jul 2018
  • Job reference: 31251

Are you a Financial Adviser who is looking to work for an award-winning well established business? Are you looking for a success book of clients to nurture generating substantial fees?

My client are based in West Yorkshire and have recently a won a number of awards within the industry, they are national business who are directly authorised with the FCA to provide holistic wealth management advice. They are looking for a qualified Financial Adviser to join their team to cover a successful client bank which has become available within the Yorkshire region.

You will be expected to nurture the client bank provided as well as convert leads provided by the businesses network of professional introducers, these are mainly from sources of Accountants and Solicitors.

To be successful you must hold the Level 4 Diploma in Financial Planning or equivalent and hold CAS (Competent Adviser Status). You must also hold a track record of dealing with high net worth individuals and hold a professional and well respected manner within the marketplace.

In reward for your efforts you will receive a basic salary of up to £45,000 as well as a company benefits package including private medical, company pension, DIS as well as other perks. The offices do hold free parking and is in a great location just off the M1.

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: