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IFA

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Location

EXETER

Salary £35000 - £75000
TypePermanent
WorkplaceOn-Site
Ref83505

Recruiter Managing This Role

We are looking to recruit an Independent Financial Adviser to join a busy and growing Financial Services team in Exeter.  This role will cover the Devon area where you will be tasked with offering high quality Financial Advice to a portfolio of existing clients. On offer is a competitive salary and bonus structure as well as high quality leads to further grow your client bank.

Your day to day responsibilities will include:

  • Managing, servicing and reviewing existing clients.
  • Advising new and existing clients on pensions, investments and protection.
  • Dealing with day to day queries from the clients and providers.

The Person:

  • It is expected that you will be Level 4 Diploma qualified.
  • You will currently be working in an advisory role in Financial Services.
  • You must have good attention to detail and be able to work independently.
  • Excellent Communication Skills

On offer:

  • Competitive salary
  • A competitive bonus structure based on results and satisfactory KPI’s.
  • Matched employer pension contributions up to 5%
  • Minimum 22 days holiday + bank holidays, increasing with length of service.
  • Paid training and development 
  • Flexible working requests always considered
Back To IFA Job Description

Application For IFA