Jobs

IFA - Exeter

Posted 2 months ago
Salary
£60,000/ANNUAL
Location(s)
South West
Type
Permanent

BWD are supporting a long established national advisory business in the recruitment of a qualified and ambitious financial planner. Within this role you will inherit a highly profitable client base and also work in partnership with a newly acquired lead provider to help further expand your business.Working from a home base you will service and develop an existing client base containing a good blend of clients, some of which are high earning individuals and wealthy retirees. Alongside the development and growth of this client base you will work closely with a newly acquired and related business who will also offer opportunity to work with their wealth management clients, these clients are often large investors.

The business work on a model that rewards both ongoing and new business fees, the strength of the client bank inherited will see bonus opportunity of 30% earned from day one in the role. Paraplanning, administration and great technical support is also on hand.

A basic salary of up to £55k is available with a rewarding and realistic bonus opportunity a real positive for the role, OTE of £72k+ is expected.

A minimum of 18 months advisory experience is essential for the role coupled with the diploma in financial planning and preferred progression towards chartered status

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