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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.
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