Accessibility Links

Independent Financial Adviser

  • Salary: £45000.00 - £50000.00 per annum + Benefits
  • Location: West Yorkshire
  • Sector: Financial Planning
  • Job type: Permanent
  • Date posted:
    21 Aug 2017
  • Job reference: 29358
Independent Financial Adviser
£45,000 to £50,000
Leeds City Centre

Are you looking to work for a well established Chartered Financial Planning Practice? Are you looking for high net worth clients to provide advice to? Do you prefer to offer fully independent holistic advice using cash flow modelling? Then this is the opportunity you may be looking for.

My client are a Chartered Financial Planning practice who are looking for 2 Advisers to join their team in Leeds City Centre to assist in advising high net worth individuals who are already clients of the firm on the full range of financial planning requirements. They focus on a cash flow modelling method so experience in this background is key to a successful application.

The key requirements are that the individual holds CAS status and the Diploma in Financial Planning or equivalent and has provided cash flow modelling advice to high net worth individuals beforehand. Further to this has a strong track record of hitting targets as well as successfully generating new business even though a client bank will be provided to successful candidates.

The benefits of working for my client are a basic salary of £45,000 to £50,000 as well as corporate benefits package, a full client bank and bonus package.

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: