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 exciting restructuring.
- Benefits: Competitive salary, flexible working hours, and opportunities for professional growth.
- Other info: Great opportunity for career advancement in a supportive environment.
- Why this job: Join a dynamic team and make a real difference in clients' financial lives.
- Qualifications: Full Financial Adviser qualifications and experience in client servicing.
The predicted salary is between 50000 - 65000 Β£ 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...
Independent Financial Adviser in King's Lynn employer: Wallace Bates Limited
As a leading national financial services provider, we pride ourselves on fostering a supportive and dynamic work environment where Independent Financial Advisers can thrive. Our commitment to employee development is reflected in our comprehensive training programmes and clear career progression pathways, ensuring that you can grow alongside the company. Located in a vibrant area, we offer competitive benefits and a collaborative culture that values innovation and client satisfaction, making us an exceptional employer for those seeking a rewarding career in financial services.