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Independent Financial Adviser

  • Salary: £50000 - £70000 per annum
  • Location: Northampton, Northamptonshire
  • Sector: Financial Planning
  • Job type: Permanent
  • Date posted:
    05 Nov 2020
  • Job reference: 34742

Are you looking for a role where all clients are provided?
Do you want to move to a business whose reputation is one of the best in the the region?
Do you want to be given the autonomy to work to your own circumstances and lifestyle?
If the answer to those questions is yes, this is the role for you…

The role:
Working as an IFA for this business you will meet new and existing customers, both face to face and over the phone providing holistic financial advice to meet their individual needs and circumstances.
Many clients will be provided to you, this is due to a Company Director retiring. The client bank is mainly high net worth clients who are extremely loyal to the business.

As a company they're looking for a candidate who genuinely cares about client needs, is comfortable advising on complex matters and who can discuss a wide range of products available.
Standards of service in this business are second to none which is said quite often but it's genuinely the case here. What's more, they really do value their employees and their culture of flexible working and outstanding remuneration and benefits packages are testament to how much they wish to look after the people on the front line.
This really is an exceptional role working for a small, family feel business.

What you'll need:

  • You'll be CII Level 4 Diploma qualified or equivalent
  • Drive, determination and commitment demonstrated in your everyday work practices
  • Background in financial planning
  • Strong communicator and Relationship Manager
  • Committed to ongoing personal and professional development

Visit the IDEX Consulting Ltd website for further opportunities. We value diversity and always provide guidance based on merit. Please note that the information supplied may 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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