Independent Financial Advisor
IDEX Consulting
Leeds, West Yorkshire
4d ago

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.

    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.

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