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IFA

  • Salary: £45000 - £50000 per annum + Benefits + Bonus
  • Location: Leeds, West Yorkshire
  • Sector: Financial Planning
  • Job type: Permanent
  • Date posted:
    25 Apr 2018
  • Job reference: 30728

Are you looking for a fresh start, warm leads and a home in an award-winning international financial advisory firm?


My client are currently sourcing for a number of Independent Financial Advisers to be based in their head office on the outskirts of Leeds. You will be provided with all warm leads and clients to look after upon joining the business and must be able to build successful relationships as you will be servicing and retaining existing clients in their proposition. You will also need to understand and abide by FCA regulations and guidelines and provide first-class financial advice to their clients.


You will need to have a strong understanding of pension transfers, individual pensions, wraps, annuities, trusts and ISAs as well as other financial products and be able to communicate and manage relationships as well as manage your time and diary.


To be successful you must hold the Level 4 Diploma in Financial Planning or equivalent and preferable have held CF30 and achieved CAS status previously.


In return you will receive a basic salary of £50,000 dependent on experience as well as an uncapped bonus structure and employee benefits package which include pension contribution of 5% this is negotiable, death in service and income protection.

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: