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Independent Financial Adviser

  • Salary: £40000 - £55000 per annum + Bonus and Benefits Package
  • Location: Leicester, Leicestershire
  • Sector: Financial Planning
  • Job type: Permanent
  • Date posted:
    14 Nov 2018
  • Job reference: 31820

Your new company

Your new job working as a Financial Planner will be working with an award winning professional practice based in Leicester. They are a cash rich and ambitious firm with a clear strategy for growth.

An opportunity has arisen for a Financial Planner to join a truly independent firm who work with some of the wealthiest clients in the East Midlands and abroad. You will be joining a firm who have an abundance of leads to offer their new joiner, which come through their SIPP arm of the business.

Your new role

  • Your new job working as a Financial Planner is an all-encompassing role, where you will be required to build relationships with an existing client base and then build on your client base with in coming leads and introducers that are provided to you
  • You will service and develop a client bank, as well as working with the SIPP arm of the business to follow up on warm leads
  • This role is an outstanding opportunity for a driven and ambitious individual, who enjoys working with high net worth clients and is capable of developing professional introducers

What you'll need to succeed

  • Your previous experience working as a Financial Planner, managing relationships and a portfolio of clients, will contribute to your success in securing this role
  • You will have proven previous experience in managing clients, retaining relationships and developing new business
  • You will be diploma qualified with ambitions to become chartered

What you'll get in return

You'll be offered a competitive salary of up to £55,000, plus a competitive bonus structure and a comprehensive benefits package. You will have the backing of an award wining professional practice and be joining a firm who have a clear strategy for growth, with a vast amount of professional connections.

Full study support will also be provided to you including exam re-sits, study leave and all study materials.


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.

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