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IFA - Leeds

Job description

IDEX Consulting have been engaged on behalf of a leading Northern-focused Wealth Management and Professional Services brand, to lead the search for an Independent Financial Adviser to join their team, based out of their offices in the heart of Leeds.

Our client has a highly-reputable Advisory and Professional Services brand in the region; with a long-standing history of delivering a truly tailored and scalable service, which is underpinned by over a century's worth of expertise in guiding their clients to find opportunity, efficiency and growth.

The Leeds office is significant, with 100 Accountants and a team of IFA's already in place, you will benefit from a regular inflow of leads and referrals, which will encourage you to continuously work closely with the Accountancy team. Additionally, you will be supported and encouraged to grow and utilise your external network.

You will be supported with an established and growing Business Development, Marketing, and Operations function, leaving you to leverage your expertise in a client-facing capacity, advising clients across the region.

The successful candidate can expect to join a prestigious employer and brand in the region, be equipped with a proposition equipped to support clients in achieving their objectives, and receive a strong starting salary and bonus package.

What will equip you for success in this role:

  • A willingness to cross-network with internal and external connections, with an ability to start conversations, unearth problems, and provide simple solutions
  • A history of delivering quality, fee-based advice to individuals across Pensions, Investments, Protection, and complex casework
  • Diploma level 4 qualified as a minimum but with an interest in being supported to achieving Chartered status
  • Track record in retaining and growing portfolios of business within Financial Services
  • Able and willing to travel regionally to accommodate client-facing appointments

Why you should apply:

  • This is an opportunity to join a well-established Wealth Management practice with a supportive Professional Services practice that has significant lead opportunity
  • Growth-focused brand with masses of internal and external client opportunities, through brand promotion, marketing, and decades of presence across the region
  • Competitive starting salary, bonus structure, and package
  • Flexible working, with structured career and professional development initiatives

This is an exciting opportunity to join a fast-growing, advice-led, and fully independent practice, with true prestige in the market.

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At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.