Wallace Bates Limited is seeking a Financial Adviser to deliver holistic financial planning to our high-net-worth private clients in the UK office. You will service an existing client bank and pursue new business opportunities while providing compliant advice and paraplanning support.
The role requires a Full Financial Services Diploma Level 4 and relevant IFA/Bancassurance experience, with strong interpersonal skills and client-service focus.
#J-18808-LjbffrSenior Private Wealth Financial Adviser 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 Advisers 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 meaningful client relationships.
