Ifa

2 weeks ago


Exeter, United Kingdom Idex Full time

Are you an IFA who is open to new opportunities? Are you an IFA who is confident in being able to build and develop relationships with introducers?

Are you an IFA who may have some FUM and are seeking a role where you you can build on this by working with Investment Managers?

My client is seeking IFA's to join their well established national business across the South West. The successful IFA will work closely with the Investment Managers offering full holistic advice to clients.

In return you will receive:

- Basic Salary £75k - £100k
- Guaranteed First year Bonus
- Bonus validation of 3x salary then 30%, validate 4x salary bonus would be 40%
- Great additional benefits
- Full back office support, both admin and Paraplanner

This is genuine opportunity to build a successful career with a recognised Wealth Management business offering:

- A fully independent DFM proposition
- MPS rated 5* by Defaqto
- Cash-flow modelling
- Business Protection
- Retirement Planning / SIPP / SASS options
- Tax Planning
- IHT and Estate Planning

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 full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.


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