IFA - Leads Provided

  • Location:

    Leeds, West Yorkshire

  • Sector:

    Financial Services

  • Job type:


  • Salary:


  • Contact:

    Antonia Mihaylova

  • Contact email:


  • Job ref:


  • Published:

    3 months ago

  • Expiry date:


  • Start date:


Competitive remuneration and benefits

I am pleased to be working exclusively with an established Leeds based firm who are seeking an experienced IFA.

The business current employs 6 Independent Financial Advisers one of whom plans to retire in the next 12 months. On offer therefore is a well serviced client list where advice provided is typically Individual Pensions, Drawdown, Investment and Tax Planning related. The successful applicant will enjoy an extended phased handover period of these clients in the first 12 months of employment. In addition you will be supported by a team of highly experienced technical support staff. Perhaps crucially, there is no requirement for you to bring clients to this role as there will be ample opportunity to maintain and develop the existing book of business.

My client is seeking an experienced, preferably Chartered Financial Planner to join their team and will offer a competitive salary and full benefits including pension, PMI and DIS together with a soon to be introduced share save scheme. The bonus scheme is also attractive in that the business operates a non validation model on any initial fees, so you receive uncapped bonus on any initial written business.

For more information regarding this exclusive IFA position based in Leeds please contact Antonia Mihaylova at Search Consultancy on 07580 429 541.

Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.