Independent Financial Advisor

IDEX Consulting; Wakefield; On-site; GBP 60,000 - 80,000; Full time

Job summary

A leading financial advisory firm in Wakefield is seeking an experienced financial advisor. This role offers a high earning potential with flexible working conditions and comprehensive administrative support. The ideal candidate will have a proven history in business development and client generation, making a significant impact in a supportive environment.

Benefits

Flexible working pattern

Full paraplanning support

Career development opportunities

Qualifications

• Proven track record in developing a professional connection network.
• Experience with high net worth clients preferred.
• Seeking long-term commitment to the organization.

Responsibilities

• Develop new business and generate client leads.
• Maintain and manage client relationships.
• Provide high-quality financial advice.

Skills

New business development

Client generation

Networking

Ethical consulting

Job description

Overview

A highly regarded IFA are looking to add strong experience to their existing high performing team of advisors. This is a superb opportunity for the following reasons:

• High earning potential
• Flexible working pattern
• Full paraplanning, administration and compliance support
• A broad range of advice dealing with a core high net worth client portfolio
• Ambitious growth plans that will present various career development opportunities
• Clients to inherit

What we are looking for

• An experienced advisor who can demonstrate skills in new business development and client generation
• Proven history of developing a professional connection network with referrals from accountants, solicitors, mortgage brokers etc
• Ethical, consultative and looking for a long term position where you can make a real difference to this organisation

Further information

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Our Diversity, Equity and Inclusion Mission

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.