Independent Financial Adviser

IDEX Consulting; Carlisle; On-site; GBP 40,000 - 60,000; Full time

Job summary

A reputable advisory firm in Carlisle is seeking an experienced Independent Financial Adviser to manage existing client relationships and expand the client base. This position offers a competitive salary and a bonus package, along with flexible working and professional development opportunities. Ideal candidates will have a Diploma level 4 qualification and a strong track record in financial services.

Benefits

Competitive salary and bonus structure

Flexible working

Professional development initiatives

Qualifications

• Willing to engage with internal and external connections.
• Experience with handling Pensions and Investments advice.
• Proven track record in growing portfolios in Financial Services.
• Ability to travel regionally for client meetings.

Responsibilities

• Take over an existing client book and grow new client advice.
• Leverage expertise in client-facing roles for advice.
• Work with an established accountancy practice for cross-linking.

Skills

Cross-networking

Fee-based advice delivery

Client relationship management

Pensions, Investments, Protection knowledge

Education

Diploma level 4 qualification

Job description

My client is currently looking for an experienced Independent Financial Adviser to join their team in Carlisle.

Our client is a highly-reputable advisory and professional services business with long standing presence in the north. With a history of delivering a truly tailored and scalable service to its clients, this is a great opportunity to join this firm.

You will take over a high quality book of existing clients across the region, but with a focus on growing new client advice through internally networking with a supportive and well-established accountancy practice in the region to cross-link business owners and entrepreneurs to holistic and independent financial advice.

You will be supported with an established and growing Business Development, Marketing and Operations function, leaving you to leverage your expertise in a client-facing capacity, advising clients across the region.

The successful candidate can expect to join a prestigious employer and brand in the region, be equipped with a proposition equipped to support clients in achieving their objectives, and receive a strong starting salary and bonus package.

What will equip you for success in this role:

• A willingness to cross-network with internal and external connections, with an ability to start conversations, unearth problems and provide simple solutions.
• A history of delivering quality, fee based advice to individuals across Pensions, Investments, Protection and complex case work.
• Diploma level 4 qualified as a minimum but with an interest of being supported to achieving Chartered status
• Track record in retaining and growing portfolios of business within Financial Services
• Able and willing to travel regionally to accommodate client facing appointments

Why you should apply:

• This is an opportunity to join a well-established Wealth Management practice with a supportive Professional Services practice that has significant lead opportunity
• Growth focused brand with masses of internal and external client opportunities, through brand promotion, marketing and decades of presence across the region
• Competitive starting salary, bonus structure and package
• Flexible working, with structured career and professional development initiatives.

This is an exciting opportunity to join a fast-growing, advice-led and fully independent practice, with true prestige in the market.

For more information please contact Graeme Hyland on 07896 933622 or email [e-mail]

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At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.