Independent Financial Advisor

IDEX Consulting Ltd; Leeds; Hybrid; GBP 60,000 - 90,000; Full time

Benefits offered by this job

Hybrid working

Established client bank

Job summary

IDEX Consulting Ltd in Leeds is recruiting an experienced Financial Adviser to join a growing, independent wealth management business. You will inherit a client bank and provide holistic, independent financial planning and investment advice to high-net-worth clients.

You will manage a portfolio with an average FUM of around £300k per client, build long-term relationships, and grow your own book through referrals and new business. Hybrid working is offered with a Leeds base.

Qualifications

• Experience delivering holistic financial planning and investment advice.
• Strong track record in building long-term client relationships.
• Excellent communication and interpersonal skills.
• Commercially minded with an appetite to grow client relationships.

Responsibilities

• Manage and develop a portfolio of existing affluent and HNW private clients.
• Provide holistic financial planning and investment advice.
• Conduct regular client reviews and adapt plans to changing needs.
• Grow client relationships through referrals, networking and new business opportunities.
• Collaborate with paraplanning and client services to deliver a first-class experience.

Skills

Holistic planning

Investment advice

Client relationships

Regulatory awareness

Education

Level 4 Diploma in Regulated Financial Planning

Job description

An exceptional opportunity for an experienced Financial Adviser to join a growing, independent wealth management business and inherit a client bank of c.£20m FUM from day one.

A highly regarded, independent wealth management business is looking to appoint a Financial Planner to complement its growing team in Leeds (LS8).

This is an excellent opportunity for an adviser who wants to develop their career within a growing business, whilst benefiting from an established client base and significant assets under management to work with immediately.

The opportunity

The successful candidate will inherit responsibility for c.£20m of existing client assets, providing an excellent platform from which to establish themselves within the business.

The client bank consists predominantly of high-quality private clients, with an average client relationship of approximately £300k FUM.

You will take responsibility for developing and maintaining these long-term relationships, whilst also having the opportunity to grow your own client bank through referrals, networking and new business opportunities generated by the wider business.

This is therefore not a cold-start proposition. You will have a substantial portfolio of clients to work with from the outset, allowing you to focus on delivering high-quality financial planning and building long-term relationships.

Key responsibilities

• Manage and develop a portfolio of existing highly affluent and HNW private clients.
• Provide holistic, independent financial planning and investment advice.
• Conduct regular client reviews and identify changing financial needs.
• Advise across areas including investments, pensions, retirement planning and tax-efficient strategies.
• Build trusted, long-term relationships with clients and their families.
• Identify opportunities to deepen existing client relationships and generate additional assets.
• Develop new client relationships through referrals, networking and business-generated enquiries.
• Work closely with the wider paraplanning and support team to deliver a first-class client experience.
• Keep up to date with regulatory, technical and market developments.
• Contribute to the continued growth and development of the wider business.

About you

We are looking for an established Financial Adviser / Financial Planner who is comfortable managing client relationships and delivering holistic advice.

You will ideally have:

• Level 4 Diploma in Regulated Financial Planning as a minimum.
• Experience providing holistic financial planning and investment advice.
• A strong track record of building and maintaining long-term client relationships.
• Excellent communication and interpersonal skills.
• A commercially minded approach, with an appetite to develop existing and new client relationships.
• The confidence to deal with HNW clients and complex financial planning requirements.
• A genuine desire to build a long-term career within an independent wealth management environment.

Chartered status or a desire to work towards Chartered status would be advantageous, but is not essential.

What is on offer?

• £60,000–£90,000 basic salary, depending on experience and qualifications.
• Uncapped OTE of c.£70,000–£110,000+
• c.£20m FUM inherited from day one.
• Average client relationship of c.£300k FUM.
• Established client bank with significant opportunity for further growth.
• Genuine opportunity to develop your own client relationships and increase earnings.
• Hybrid working – typically 4 days in the Leeds office / 1 day remotely.
• Excellent support from an established paraplanning and client services team.
• Opportunity to join a growing, independent business with a strong client proposition.

If you are an experienced Financial Adviser or Financial Planner looking for a move where you can inherit a substantial client bank rather than starting from scratch, this could be an excellent opportunity to explore.