Independent Financial Adviser

TN United Kingdom; Huddersfield; On-site; GBP 60,000 - 75,000; Full time

Job summary

An established industry player in the financial services sector is seeking an experienced Independent Financial Adviser to join their successful practice in Huddersfield. This role offers a well-established client base and a competitive salary up to £75,000, along with a lucrative bonus structure. The firm is dedicated to personal and professional development, fostering a collaborative environment where your expertise in investment strategies, cashflow planning, and retirement solutions can truly shine. If you are passionate about delivering exceptional client service and are ready to take your career to the next level, this opportunity is perfect for you.

Qualifications

• Proven track record in providing high-quality financial advice.
• Ambitious individual with a passion for financial services.

Responsibilities

• Advise clients on investment, cashflow, and retirement planning.
• Provide holistic financial advice to personal and corporate clients.

Skills

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

Relationship management

Education

Diploma/Chartered qualification

Job description

Social network you want to login/join with:

Independent Financial Adviser, Huddersfield

Client:

Location:

Huddersfield, United Kingdom

Job Category:

Finance

EU work permit required:

Yes

Job Reference:

c9e0cd7df898

Job Views:

4

Posted:

05.05.2025

Expiry Date:

19.06.2025

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.

Our client's prestigious offices are located in West Yorkshire and Manchester. The opportunity offers a well-established client base of approximately 130-150 households with £40-50M Assets Under Management (AUM), a basic salary of up to £75,000, and a competitive bonus structure.

This role provides an excellent opportunity to advance your career within a successful IFA practice. The practice is supportive of personal and professional development and committed to providing exceptional service to clients. Your responsibilities will include advising clients in areas such as:

• 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 should be an ambitious and focused individual with a passion for financial services and a long-term career outlook. You will have a proven track record of achievement demonstrating your commitment to providing high-quality advice and service.

Exceptional relationship management skills and a strong technical background as a Diploma/Chartered qualified Adviser are essential. You value a collaborative approach and are client-focused and results-oriented. Experience in providing holistic financial advice to both personal and corporate clients is required.