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IFA
- Posted By: Switch Recruitment Services
- Address:
- Contact: 01473 826088
- Date Posted: 19th Dec 2008
- Salary: £30-60k Basic
- Location: Bristol
- Reference Code:
- Views Since Posting: 49
- Full Description:
Our client is a leading firm of Independent Financial Advisors and due to excessive growth currently requires an IFA to provide a financial advisory service to existing and prospective clients.
Responsibilities:-
- Provide compliant, accurate and appropriate client advice
- Generate new business opportunities through networking activities, seminars, and referrals
- Identify and follow through potential new clients and contacts
- Maintain and comprehensively develop existing client relationships
Experience:-
- FPC qualification
- G10 Taxation & Trusts, G60 Pensions, G20 Personal Investment Planning Qualifications desirable but not essential
- A generalist, able to provide a wide range of financial advice
In return our client is offering a very competitive basic salary of upto £65k plus the opportunity of an OTE in the region of £80k+. Also on offer is an excellent benefits package private health care and life insurance to name a few.
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