Our client is a long established chartered IFA based in London. Due to a restructure they and seeking an Independent Financial Adviser to join the existing team. The position as an Independent Financial Adviser will be to service an existing book of HNW private clients. Your main duty will be to provide holistic financial planning advice to these clients whilst also developing new business opportunities.
If the following job requirements and experience match your skills, please ensure you apply promptly.
Applicants should possess a minimum of the Financial Services Diploma Level 4, Chartered status or progression towards this would be an advantage. Candidates must also have some relevant experience as an Independent Financial Adviser, IFA, or Bancassurance Adviser within the Financial Services sector.
This position provides Paraplanning and Administration support, Hybrid working, a basic salary, bonus, and a comprehensive benefits package. xgikmsk
This would suit professional and proactive Independent Financial Advisers or Financial Planners with excellent interpersonal skills and a strong track record of providing holistic financial advise to HNW Private clients.
If you are looking for an employed IFA role with all leads provided please contact me.
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Independent Financial Adviser employer: Wallace Bates Limited Careers
Join a prestigious chartered IFA in London, where you will thrive in a supportive work culture that values professional growth and development. With a focus on holistic financial planning for high-net-worth clients, this role offers comprehensive benefits, hybrid working options, and the opportunity to build your career in a dynamic environment with ample resources at your disposal. Experience a rewarding career where your expertise is recognised and nurtured.
Contact Details:
Wallace Bates Limited Careers Recruitment Team
