Independent Financial Planner

We are pleased to be working with this leading national wealth management and corporate financial planners who currently require an Independent Financial Advisor / IFA to provide expert advice to their existing database of HNW and Corporate clients.

The candidate should be an experienced IFA used to dealing with a range of HNW and corporate clients. We seek a candidate who is ideally Chartered, or working towards, and has strong technical knowledge to include tax and pensions and a flexible and mature work ethic and having gained a number of years experience at this level. This role will be supported by our clients team of experienced and motivated Paraplanners / Sales Support staff who will be amongst other duties be responsible for report writing.

Candidates will be given a client bank to manage from the outset consisting of a range of both private and corporate clients.

In return our client is looking to offer a competitive basic salary of circa £60k as well as an excellent benefits and bonus package including pension contribution, DIS, PHI etc.

Reference282920220
Sector Financial Services
Region Yorkshire
LocationLeeds
Salary£50,000 to £70,000 Basic
Job typePermanent

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