Ifa - Devon, United Kingdom - IDEX Consulting Ltd

IDEX Consulting Ltd
IDEX Consulting Ltd
Verified Company
Devon, United Kingdom

3 weeks ago

Tom O´Connor

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Tom O´Connor

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Description
My client is seeking an experienced IFA to join their national business. Working with a established client bank of 151 households across the South West in Exeter, Devon and Cornwall.

The role will be comprise of maintaining the existing book of clients, undertaking annual reviews and reviewing suitability of the advice.

New business from the client bank can either be written or passed to another member of the team.
Basic salary c. £80k
Generous bonus scheme
Great company benefits

If you are a good communicator, a team player and have a good knowledge of pensions, investments and trust work, please get in touch for a confidential discussion.

Visit the IDEX Consulting Ltd website for further opportunities.

Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies.

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


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At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work.

We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurableeffort. We are committed to driving conscious inclusion across our business and creating equitable pathways.
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