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Financial Planner

3 months ago

Bristol, Bristol, United Kingdom Idex Full time
Due to a restructure, my client is seeking an IFA to join a well established team in Bristol.
The successful IFA applicant will inherit a client book of approx. 100 clients but will also work closely with the Corporate team to develop clients from seminars.

Minimum requirements for the role:

Level 4 Qualification in Regulated Financial Advice - ideally Chartered or working towards.

In return:

  • Basic pay £50k £60k
  • Bonus scheme 3x salary validation then 33% of fees thereafter
  • DIS
  • PMI
  • Good holiday allowance
The role is homebased but travel to the office in the heart of Bristol will be required for meetings. There is also the option to work from the office full time.

The company are going from strength to strength and are a National IFA.

Visit the IDEX Consulting Ltd website for further opportunities.

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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.