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IFA (telephone based)

Job description

We are working with an outstanding firm who seek a Desk Based Advisor.

The role will be very much service based providing advise to clients nationally but over the phone and using video.

To apply for the role we are seeking Advisors with experience in advice and the role can be based anywhere as it will be a remote based role.

  • Over the next 12 months they are looking to triple the size of the team
  • Individuals don't need to be CAS you will be trained
  • £35- £40k base salary (if you have AF7 this will start higher as you are able to advise on DB cases straight away)
  • You will do reviews, core clients £15000 and below, leads go to the connect team they identify the lead opportunities, then you can do reviews and get the bonus
  • Discretionary bonus which is paid for the group side - based on the schemes sold
  • 40% on any new business that you write. No validation point
  • You get paid bonus every 6 months, averages around £6-£7k some of the exceptional individuals get far more than that
  • Currently have x17 in the team

The role has a direct career path into a full Financial Planning role with a leading business. If you have been seeking a route in Financial Advice, please get in touch as this is a fantastic opportunity.

Visit the IDEX Consulting Ltd website for further opportunities. We value diversity and always provide guidance based on merit. Please note that the information supplied may be retained for up to 3 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.