Independent Financial Adviser

Bond Recruitment

Job Location:

Leeds - UK

Monthly Salary: GBP 65000 - 65000

Experience Required: 4-5years

Posted on: Yesterday

Vacancies: 1 Vacancy

Job Summary

Bond Recruitment is working exclusively with a leading North West based 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 clients 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 65000 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.

Required Skills:

You will already be experienced working in a Financial Planning firm and will need to be motivated friendly and professional at all times and able to hold conversations with third parties representing the company in a professional manner. You will also be skilled in or have the ability to learn: Good working knowledge of IO and Platform. Production of concise business correspondence and proofreading for grammar spelling and punctuation with a high degree of accuracy. Confidence with IT and office software packages including Teams Outlook Word and Excel. Management and prioritising workloads. Excellent planning organisational and multi-tasking abilities. Analytical and problem-solving skills. Flexibility/adaptability to cope with change. Excellent communication skills at all levels. A team player with a positive attitude.