Ifa - Exeter, United Kingdom - IDEX Consulting Ltd

IDEX Consulting Ltd
IDEX Consulting Ltd
Verified Company
Exeter, 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. 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.

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