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 in a professional environment.
- 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 include:
- Servicing an existing client bank
- Developing 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 in King's Lynn employer: Wallace Bates
As a leading national financial services provider, we pride ourselves on fostering a supportive and dynamic work culture that empowers our Independent Financial Advisers to thrive. With comprehensive Paraplanning and Administration support, along with a competitive salary and performance-related bonuses, we offer exceptional growth opportunities for professionals looking to advance their careers in a rewarding environment. Join us in our office, where collaboration and client-focused service are at the heart of what we do, ensuring you can make a meaningful impact in the lives of high-net-worth clients.
