Employed Field Based IFA

Recruiter
Verridian Plc
Location
Bristol
Salary
40000.0000
Posted
16 Feb 2017
Closes
16 Mar 2017
Contract Type
Permanent
Hours
Full Time

The role is an Field Based IFA for the South West, Gloucestershire, Bristol, Thames Valley and maybe a little further North (Worcestershire). Someone who has longevity in previous roles, Gloucestershire, Bristol, Thames Valley and maybe a little further North (Worcestershire). Dealing with retired or retiring police officers, have own PM products but advice on WOM, leads provided. Mainly around the investment side. 1st appointments and annual reviews. 2 stage first appointment initial Factfind the go back and present findings and hopeful make the sale. Admin assistant to help, but no Paraplanner. Level 4 Diploma. Salary £40- 45K, car allowance £5500 (cash or vehicle). Pension min 3% company match 3% etc up to 6% matches at 8% max match is 8%, Death in Service x 4 salary lump sum there are other optional buy-ins i.e. dentist. Bonus paid yearly OTE £50- £55K based on income against target and review cases, satisfaction client survey and team elemen. Start date beginning of April depending on notice period