IFA with Clients - to £45k + Car + Bens OTE £55k
You have the opportunity to join a long established Mutual Society who provide specialist in-house financial services and Whole of Market Advice to one of the UK's Emergency Services.
The role of IFA is based in the South West Region from Thames Valley up towards Worcestershire to include Gloucestershire and Bristol. You will providing advice within the "At Retirement Market" with the majority of the work within the Investment Sector.
You will be providing Holistic and Compliant Advice whilst adhering to both Corporate and FCA guidelines. You will be responsible for the servicing of existing clients and reviewing the client bank provided. Although leads will be provided it is expected that you will be adept at leveraging and maximising relationships within the client portfolio provided. You will be provided with administrative support but not full paraplanning.
As an individual you will be a minimum of DipFS with CAS and SPS, it is expected that you will be able to display above average performance and longevity in previous roles.
In return you will offered a salary to £45k base + car / allowance, contributory pension with matching employer contributions, DIS and a realistic OTE of £55k.