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Financial Adviser

  • Salary: £40000 - £50000 per annum
  • Location: Sheffield, South Yorkshire
  • Sector: Financial Planning
  • Job type: Permanent
  • Date posted:
    19 Nov 2020
  • Job reference: 34833

Are you a Financial Adviser looking for a role where all clients are provided?
Do you want to move to a business with a strong proposition and reputation?
Do you want to be given the autonomy to work to your own circumstances and lifestyle?
If the answer to those questions is yes, this is the role for you…

The role:
Working as an IFA for this business you will meet new and existing customers to provide holistic financial advice to meet a client's individual needs and circumstances.
Due to retirement there is an existing client portfolio available, which is geographically spread across Sheffield, Leeds and York and we're searching for an experienced Financial Adviser who's able to build confidence, advise on complex matters and align best-fit products, and nurture their needs for the future.
This business pride themselves on providing a high-standard of service and being a client-centric organisation they demand the up-most in terms of quality of work and compliance. What's more, the business value and reward their front-line employees on performance of objectives, representing a huge opportunity for an experienced advisor to build on what's there and grow.

What we're looking for:

  • CII Level 4 Diploma qualified or equivalent
  • Drive, determination and commitment demonstrated in your everyday work practices
  • High-quality and compliant approach to financial advice
  • Excellent communicator with the ability to develop confidence and relationship manage
  • Commitment to ongoing personal and professional development
  • Track record in providing financial advice across pensions, investments and protection, in a client-facing capacity
  • Ideally based close to Sheffield, Leeds or York and willing to travel

Visit the IDEX Consulting Ltd website for further opportunities. We value diversity and always provide guidance based on merit. Please note that the information supplied may 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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