Independent Financial Advisor

Location

Leeds | United Kingdom

Job description

Independent Financial AdvisorInsurance / Financial Services

Leeds leeds

£Competetive + Bonus and other benefits Per year

permanentDuration

iRecruit are currently seeking an experienced Independent Financial Advisor to work for a thriving wealth management and insurance adviser based in the North West of Leeds. With a competitive salary and many additional benefits, this is a great opportunity to work with a secure and rapidly expanding organisation that have been running for over 75 years and are still very much family run at the core.

The Role

A significant part of the IFA role will be self-generating of leads with some management support.  The successful candidate will be expected to do their own report-writing in the initial stages, with a few to bring on sales support after initial success of gaining new clients. The current client based is varied and although the new IFA will not be given a large number of existing clients, there are currently a high number of orphan clients associated with the organisation, many of whom are focused on investment/pension contracts.

The successful candidate will be expected to provide a first class service as an Independent Financial Advisor by winning new business and keeping clients happy by providing sound financial advice. You will be expected to uphold the company values and reflect a continued positive image of the organisation. As you will be visiting clients on a regular basis, a car allowance will be provided along with a performance related bonus, paid in October of every year.

The Company

Operating for over 75 years, the company are a family run wealth management and insurance advisory based in a pristine office just outside the centre of Leeds. With nearly 100 staff at their site, they have grown from their roots in insurance into expanding a wealth management division and pride themselves on delivering exceptional customer service.

The current set up of the company means that they have a position available for an Independent Financial Advisor, not to replace a leaving colleague, but instead to continue the expansion of the organisation organically. They’re therefore only looking for candidates of the highest calibre.

Requirements

·Minimum 3 years client facing experience

·Minimum Diploma Level 4 qualified

·Hold a current SPS

·Competent advisor status with current firm

·Level 3 regulatory knowledge, including FCA, TCF and data protection

·Level 2 knowledge of pensions, life assurance, annuities & income protection

·Level 2 in PEP, TESSA, TOISA & ISA

Benefits

·Car allowance - £3,780 per annum

·Performance related bonus

·Holiday: 25 days p.a. + bank holidays, increasing to 27 days with service

·Pension: GPP 5%/ 5%

·Life Insurance- 4 x salary

·Childcare Voucher Scheme

·Discounted group scheme for Critical Illness, Income Protection and additional Life Assurance (payable by employee at a competitive rate)

·Professional memberships paid

·Financial support with studies

·Free staff parking

·Paid volunteering opportunities within the local community

·Cycle To Work scheme

For more information on this fantastic opportunity, please contact Alex Hopkirk at iRecruit on 07539 866996 or email to [email protected].

Apply Now

Apply by telephone: 01302 326872

Job tags

Salary