Full job descriptionOur 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 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 a 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 Financial Planners with excellent interpersonal skills. Candidates who are looking for a servicing role with all leads provided would be ideal.