At a Glance
- Tasks: Provide holistic financial planning advice to high-net-worth clients and develop new business opportunities.
- Company: National financial services provider undergoing an exciting restructure.
- Benefits: Basic salary, performance-related bonus, and comprehensive benefits package.
- Other info: Enjoy comprehensive support and leads provided for a successful servicing role.
- Why this job: Join a dynamic team and make a real impact in clients' financial futures.
- Qualifications: Full Financial Services Diploma Level 4 and relevant experience as an IFA or Financial Planner.
The predicted salary is between 50000 - 65000 £ per year.
Our client is a national financial services provider currently undergoing a restructure and seeking a Financial Adviser in this office. The role involves providing holistic financial planning advice to existing high-net-worth private clients. The main priority for this position is to service an existing client bank and develop new business opportunities.
Applicants should possess a full Financial Services Diploma Level 4 and require some relevant experience as an Independent Financial Adviser, IFA, or Bancassurance Adviser within the Financial Services sector. This position provides comprehensive Paraplanning and Administration support, a basic salary, performance-related bonus, and benefits package.
This would suit professional and proactive Independent Financial Advisers or Financial Planners with excellent interpersonal skills. Candidates who are looking for a servicing role as an Independent Financial Adviser with all leads provided would be preferred.
Financial Advisor employer: Wallace Bates Limited
As a leading national financial services provider, we pride ourselves on fostering a supportive and dynamic work culture that prioritises employee growth and development. Our Financial Advisors benefit from comprehensive Paraplanning and Administration support, alongside a competitive salary and performance-related bonuses, all while working in a collaborative environment that encourages professional excellence and innovation. Join us to make a meaningful impact in the lives of high-net-worth clients while enjoying the unique advantages of our structured support system and a strong focus on work-life balance.
