Independent Financial Advisor

1 day ago


Manchester, United Kingdom IDEX Consulting Ltd Full time

My client is a leading national IFA firm and they are looking to appoint an Independent Financial Advisor to join their firm in South Manchester / Cheshire.
The business are keen to appoint an experienced and technically proficient Independent Financial Adviser, to provide whole-of-market advice to an existing portfolio of clients across the region as well as developing new business. You would be responsible formeeting with your clients to review their objectives and provide honest, transparent and best-fit advice to these clients, whilst working with the Business Development team to meet with new prospects and grow the opportunity to advice on new business.
What we're searching for:

- History of providing Independent Financial Advice with individuals across Investments, Pensions and Protection
- Diploma level 4 qualified as a minimum
- Held Controlled Functions/CAS and Current Statement of Professional Standing
- Comfortable working cross functionally and collaboratively with operational teams to drive proficiency
- Track record in retaining and growing portfolios of business within Financial Services
- Able and willing to travel regionally to clients across the East Anglia regions

On offer is an a starting salary between £50,000 and £70,000 alongside a commission and bonus package which is remunerated on performance against portfolio management and growth objectives.
Full support provided, with a well-resourced administration and paraplanning team.

Visit the IDEX Consulting Ltd website for further opportunities. We value diversity and always provide guidance based on merit. Please note that the information supplied may be retained for up to 3 years for use in connection with future vacancies. For fullinformation on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.


  • Financial Advisor

    2 weeks ago


    Manchester, United Kingdom Quilter Financial Planning Full time

    Job Description** Applicants must hold Level 4 Diploma in UK Financial Advice **If you are an experienced Financial Advisor seeking an employed role then this could be the opportunity for you!This is a fantastic opportunity that will suit any experienced Financial Adviser, whether you come from an independent or a banking background who is frustrated in...

  • Financial Advisor

    1 day ago


    Manchester, United Kingdom Quilter Financial Planning Full time

    Get AI-powered advice on this job and more exclusive features.Direct message the job poster from Quilter Financial Planning.If you are an experienced Financial Advisor seeking a more supported role then this could be the opportunity for you.This is a fantastic opportunity that will suit any experienced Financial Adviser, whether you come from an independent...

  • Financial Advisor

    2 weeks ago


    Manchester, United Kingdom Quilter Financial Planning Full time

    If you are an experienced Financial Advisor seeking a more supported role then this could be the opportunity for you!This is a fantastic opportunity that will suit any experienced Financial Adviser, whether you come from an independent or a banking background who is frustrated in finding new clients and completing all the admin tasks that come with being a...


  • Manchester, United Kingdom Kalon Financial Full time

    Get AI-powered advice on this job and more exclusive features. Direct message the job poster from Kalon Financial Area Sales Manager / Protection & Financial Advisor Company Description: Kalon Financial Ltd is an appointed representative of The Openwork Partnership, a trading style of Openwork Limited, which is authorised and regulated by the Financial...


  • Manchester, United Kingdom Clayton Davies Ltd Full time

    Job Description:Our client is a growing wealth management firm who are looking for an experienced Independent Financial Advisor to join the team.The role will involve taking responsibility for the following:Operating to the highest standards within a client centric environment, practicing a standardised process for advising clients and maintaining records of...


  • Manchester, United Kingdom Clayton Davies Ltd Full time

    Job Description Our client is a growing wealth management firm who are looking for an experienced Independent Financial Advisor to join the team. The role will involve taking responsibility for the following : Operating to the highest standards within a client centric environment, practicing a standardised process for advising clients and maintaining records...


  • Manchester, United Kingdom Idex Full time

    My client is a leading national IFA firm and they are looking to appoint an Independent Financial Advisor to join their firm in South Manchester / Cheshire. The business are keen to appoint an experienced and technically proficient Independent Financial Adviser, to provide whole-of-market advice to an existing portfolio of clients across the region as well...


  • Manchester, United Kingdom Search Consultancy Full time

    Independent Financial Advisor Manchester Up to £100,000 plus commission, excellent benefits, paraplanning and admin support This is an excellent opportunity to join a thriving Financial Planning organisation offering holistic, whole of the market, financial advice to private wealth and corporate clients. There will be the opportunity to receive...


  • Greater Manchester, United Kingdom GCB Full time

    OverviewMy clients are an established, award-winning firm with an excellent reputation within the area, their current directors and shareholders have successfully grown the business and now have 80+ advisers across the UK, and they are looking to continue expanding due to the ongoing success of the firm.The firm provides a high level of support, training and...


  • Manchester, United Kingdom Clayton Davies Ltd Full time

    A growing wealth management firm in Manchester is seeking an experienced Independent Financial Advisor to deliver holistic market advice and ensure compliance with regulatory standards. Candidates should possess an RQF level 4 Diploma in Regulated Financial Planning and prior experience in advising clients. Responsibilities include providing tailored...