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Independent Financial Adviser

Job Posted: 2 days ago

Salary: £ 60,000 - 70,000 / Annum
Job Type: Permanent
Location: LS22, Wetherby, City and Borough of Leeds

Expire in: a month

Job Description

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 on an employed contract.

Our client's prestigious office is located in Leeds and the opportunity benefits from the support of a well-established client base of c £30M AUM, plus a basic salary of up to £65,000 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 you
You 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

Before You Apply

Do not include the following in your job application, CV, or cover letter:

Bank details.
National Insurance number.
Date of birth.

You should not be asked for payment or irrelevant information. If you have concerns about a job advert or employer, seek guidance on how to proceed.

Looking for your next career move? Join a top company hiring Independent Financial Adviser job near me in LS22, Wetherby, City and Borough of Leeds! This is your chance to work on exciting projects, grow professionally, and enjoy a rewarding career with competitive pay and excellent benefits. Whether you're an experienced professional or looking to take the next step, this role offers the perfect opportunity to enhance your skills and make an impact. Don’t miss out—apply today via Vita CV and take your career to the next level!