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Independent Financial Planner

Wallace Bates Limited
Posted 16 days ago, valid for 3 days
Location

Bristol, City of Bristol BS6 5EX

Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

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Sonic Summary

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  • Our client, a national financial services provider, is seeking an Independent Financial Adviser in Bristol due to a restructure.
  • The role focuses on providing holistic financial planning advice to high-net-worth private clients and servicing an existing client bank.
  • This primarily home-based position requires weekly office attendance, especially during the initial period.
  • Applicants should have a full Financial Services Diploma Level 4 and relevant experience as a Financial Adviser, IFA, or Bancassurance Adviser.
  • The position offers a competitive basic salary, performance-related bonus, and a comprehensive benefits package.

Our client is a national financial services provider currently undergoing a restructure and seeking an Idependent Financial Adviser in Bristol. 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.

The role is primarily home-based, with office attendance required once a week, potentially more during the initial period.

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.

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

SonicJobs' Terms & Conditions and Privacy Policy also apply.