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Wealth Management IFA - Exeter - to £45k Basic

Reference:7613 SP
Job Location:
Industry Sector:
Salary: 35,000 - 45,000 per annum
Extra Benefits: 4x DIS, Laptop, Phone, 40p Mileage, Bonus Scheme
Date Added: 13/01/2010
Date Modified: 11/02/2010

A unique career opportunity with a 75 year old practice focussed on providing wealth management advice to HNW clients. You will benefit from warm client introductions from a recently acquired retiring IFA's clients base including trail, around 100 existing client portfolios from the firm, warm referrals from their 6 professional connections and access to over 9000 clients with historical business with the firm.The firms model is based around service agreements and boast over £550,000 of trail income from 4 R.I's and advisors are supported by pro-active qualified paraplanners. You must be able to converse with wealthier clients, be on your way to exceed Diploma status and have a professional work ethic. Due to acquisitions this role is important to fill quickly and interview slots are available NOW!!!

 

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