Independent Financial Advisers

  • Job Reference: 769
  • Date Posted: 6 April 2021
  • Recruiter: Independent Resourcing Consultancy
  • Location: Leeds, West Yorkshire
  • Salary: £45,000 to £65,000
  • Sector: Financial Advisers
  • Job Type: Permanent
  • Contact: Jon Minns
  • Email: jon@cf30.co.uk

Job Description

IRC is delighted to be recruiting an experienced of Independent Financial Advisers on behalf of our client, a leading and very well-established firm in Leeds, West Yorkshire.

Our client specialises in providing independent and unbiased whole of market financial advice to individuals, professionals and companies, regarding all aspects of personal and corporate financial planning. They have built their success upon a reputation for providing high quality impartial advice and offer clients a clearly defined proposition and a first class ongoing service proposition.

Our client offers advisers a great IFA proposition with the opportunity to develop an existing book of clients with current AUM at c£20M with earnings expectations in excess of £100k p.a.

Comprehensive administration support enables their consultants to work more productively by helping them to spend more time with clients and less time on paperwork

  • Full para-planning service
  • Electronic new business processing
  • Pipeline chasing
  • Client services support
  • Comprehensive day-to-day support

Consultants enjoy a comprehensive suite of support technology, which includes some of the most powerful analytical and reporting software that exists in the industry

  • FE Analytics quantitative software Defaqto Engage qualitative software Iress Exchange quotation system
  • Intelliflo Intelligent Office back office system Electronic paperless office environment

The suitable candidate

Attitude:                                             Positive self starter. Highly motivated & team orientated

Location:                                            Must be able to service West Yorkshire clients

Minimum Qualifications:              Full Level 4 Diploma & CAS status held within last year

Experience:                                       Minimum of 3 years experience as an IFA

Compliance:                                      Must have a good compliance history