Yorkshire and Humber
West Yorkshire
Financial Services
Job Category:
Financial Planning
Employment Type:
£36000.00 - £48000.00 per annum
IDEX Consulting Ltd
Job Ref:

Self-Employed Financial Adviser
£36,000 to £48,000 (Retained)

My client are an award winning practice looking for Financial Advisers to join their proposition in Huddersfield. The role has administration and paraplanning support as well as national media publications to assist with lead generation.

You will be expected to provide a first class service to clients utilising previous industry experience to administer the best of advice across the whole of market. The responsibilities of the adviser are to contact potential clients and explain the business proposition. Ensure that sufficient client information is obtained and be able to analyse the information in depth. You should have the ability to research potential products and services that can be offered to the client and be able to make suitable recommendations to the client. Be able to update and maintain client records whilst working through the process and maintain the standards of performance set by the business at all times.

Essential Requirements:

* Level 4 Diploma in Financial Planning
* A strong knowledge of FCA and company legislation including record keeping requirements. Also have a strong understanding of TCF, T&C, financial crime and anti-money laundering procedures
* Previous experience in a financial advisory role

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.

Contact Details:
IDEX Consulting Ltd
Tel: 0333 700 4339
Fax: 08453 701008
Contact: Amy Fenlon

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