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Junior Independent Financial Adviser

Posted 27 February by IDEX Consulting Ltd Easy Apply Ended

Do you currently hold the CII Diploma in Financial Planning and are looking for a step up into Advice? Are you an individual who wants to give fair advice to high net worth individuals and build lasting relationships with clients?


My client are based in West Yorkshire and are a chartered independent financial advice practice who are looking for a number of driven individuals to grow their team due to organic growth year on year. They are looking for individuals in who hold the CII Diploma in Financial Planning who are looking to move into advice and grow as a Financial Adviser.


The successful individual must be well presented as this is a client facing role and will need to have a strong understanding of FCA regulation as well as of all financial advice products such as investments, pensions, protection, trusts and IHT. A number of clients will be provided by the client however you will also be expected to generate your own business through leads provided.


In reward you will gain a competitive salary of up to £42,000 as well as a strong pension scheme and employee benefits package. You will also gain a discretionary company bonus as well as targeted bonus and take part in social events held throughout the year. You will also be pushed to achieve Chartered or Fellowship status with full support from the senior management team in the business and benefit from free car parking in the office location.

Please visit the IDEX Consulting Ltd website for further opportunities. If your application is successful we will contact you to discuss the opportunity in more detail within 2 working days of receiving your application. If your application is unsuccessful, the information supplied may still be retained for use in connection with future vacancies. Due to the overwhelming application response we receive through various sources, should you not hear from us within one week then please assume your application has been unsuccessful.

Required skills

  • IFA
  • Independent Financial Adviser
  • Financial Planner
  • Wealth Manager
  • Independent Financial Advisor
  • Junior Independent Financial Adviser

Reference: 34562158

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