Are you open to taking on an existing book of business made up of pre and post retired clients?
Would full paraplanning and admin support free up your time so you can spend more time advising clients?
As you are currently considering your options at the moment, this is an opportunity that would give you the platform you would need to kick start you with a quality bank of clients, all the back office support required and modern back office systems. You will not be short of clients, lead flow or support.
The role is paying £50,000 - £70,000 plus bonus and benefits.
Realistic bonus year year 1 is 10-20% with the ability to progress into six figures year two to three.
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At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.