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 Paraplanning and Administration support with all leads provided.
- 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.
The predicted salary is between 50000 - 65000 £ per year.
Our client is a national financial services provider currently undergoing a restructure and seeking an Independent Financial Adviser in this office. The role involves providing holistic financial planning advice to high-net-worth private clients.
The main duties for this position are 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 and a performance related Bonus would be ideal.
Independent Financial Adviser employer: Wallace Bates Limited
As a leading national financial services provider, we pride ourselves on fostering a supportive and dynamic work environment for our Independent Financial Advisers. Our office offers comprehensive Paraplanning and Administration support, ensuring you can focus on delivering exceptional service to high-net-worth clients while enjoying a competitive salary and performance-related bonuses. With a strong emphasis on professional development and a culture that values proactive engagement, this role is perfect for those seeking meaningful career growth in the financial sector.
