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Independent Financial Adviser

Bond Recruitment Ltd
Posted 10 hours ago, valid for a month
Location

Huddersfield, West Yorkshire HD5 8XT

Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • Bond Recruitment is seeking an experienced Independent Financial Adviser (IFA) for a leading Independent Financial Adviser firm in West Yorkshire and Manchester.
  • The position offers a basic salary of up to £75,000 along with a competitive bonus structure.
  • Candidates should have a proven record of achievement in providing high-quality financial advice and services.
  • The role involves advising clients on various financial areas, including investment, retirement planning, and estate planning.
  • Applicants should be Diploma/Chartered qualified and possess exceptional relationship management skills, with a focus on holistic financial advice.

Bond Recruitment is working exclusively with a leading Independent Financial Adviser firm. They have an exciting employed opportunity for an experienced Independent Financial Adviser (IFA) to join their successful practice.Our client's prestigious offices are located in West Yorkshire and Manchester and the opportunity benefits from the support of a well-established client base of c130-150 households (£40-50M AUM) plus a basic salary of up to £75,000 and competitive bonus structure. This is a great opportunity to take your career to the next level within a very successful IFA practice.The practice is very supportive of personal and professional development and is committed to providing new and existing clients with exceptional service, your role will include providing advice to clients in the following areas:

  • Investment and portfolio construction
  • Cashflow planning and modelling
  • Pension and retirement planning
  • Inheritance tax and estate planning
  • Business investment and protection
  • Capital protection
  • Life planning and goal setting

About youYou will be an ambitious and focused individual with a passion for financial services and you will view this as a long-term career. Professionally you will have a record of achievement that you are proud of and that demonstrates your commitment to providing high-quality advice and service to clients.You will have exceptional relationship management skills and you will be a technically strong Diploma/Chartered qualified Adviser.As a career Adviser, you will appreciate the benefits of a collaborative approach and your business interactions are client-focused and results-orientated. You will be experienced in providing "holistic financial advice" to personal and corporate clients.???????

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In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.