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Independent Financial Advisor

  • Salary: £40000 - £50000 per annum
  • Location: Leeds, West Yorkshire
  • Sector: Financial Planning
  • Job type: Permanent
  • Date posted:
    05 Nov 2020
  • Job reference: 34771

An award-winning national financial planning firm are seeking to appoint an experienced Independent Financial Advisor into their growing private-client team in Leeds.


You will be responsible for providing an exceptional level of service across savings and investments, tax and estate planning and pension and retirement planning; working with the businesses existing client portfolio whilst growing the opportunity to win new business via networking, research and marketing.


This opportunity would be ideally suited to a successful IFA, who's built up a network of existing contacts across the market and are looking for an appointment to continue in providing holistic, whole of market advice, within a leading practice who are able to offer support.


Responsibilities:

  • Provide holistic financial planning to prospective and existing clients
  • Compile accurate that reflect client requirements and meet internal business standards
  • Undertake regular factfinding, presentations and service review meeting with clients
  • Maintain and ensure client files are kept up to date
  • Strive to recognise new business opportunities
  • Follow up on all enquiries in a timely manner
  • Generate a business pipeline level sufficient to meet your business targets
  • Ensure ongoing continuous professional development



What we're searching for:

  • Minimum of Diploma Level 4 qualified
  • Proven track record of working as a Financial Adviser
  • Be motivated and driven to exceed business targets



Apply now for immediate consideration.

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