Accessibility Links

Independent Financial Adviser

  • Salary: £40000 - £50000 per annum + Bonus
  • Location: Leicester, Leicestershire
  • Sector: Financial Planning
  • Job type: Permanent
  • Date posted:
    21 Sep 2018
  • Job reference: 31632

My client is looking for an experienced Financial Adviser who has the technical ability to advise clients on the full spectrum of options available. We can offer the successful candidate the opportunity to take over an existing client bank. Although not essential, you may be able to create opportunities through your existing clients as well as new ones through our network of Introducers, such as Accountants and Solicitors.

Successful Candidates will have:

  • Minimum Diploma Level 4 qualification
  • A successful track record of advising clients and generating referrals
  • Existing contacts and clients in this marketplace (not essential)
  • Previous supervision or management experience would be an advantage

As a Private Client Financial Adviser you are required to:

  • Have the technical ability and be able to demonstrate the professional approach needed to advise private clients on the full spectrum of products and services available
  • Demonstrate the ability to generate opportunities with your existing clients and develop new clients and referral business through a network of Introducers (e.g. Accountants and Solicitors)
  • Be sufficiently confident to work both independently and within the framework and support of the team

This role offers an impressive benefits package which includes:

  • Basic salary with bonus scheme
  • Mileage allowance
  • 23+ days holiday and the opportunity to increase with service years
  • Company pension, life cover and health schemes
  • Flexible working arrangements

Full client support, research and paraplanning service is provided to ensure more emphasis on advice and less on administrative.

Please visit the IDEX Consulting Ltd website for further opportunities. If your application is successful, we aim to contact you to discuss the opportunity in more detail within 2 working days. 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. If your application is unsuccessful, the information supplied may still 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.

Our clients include: