Senior IFA

Wallace Bates Limited

Posted 2 days ago, valid for a month

Bridgwater, Somerset TA70BE, England

Full Time

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Sonic Summary

Our client, a long-established HNW IFA based in Taunton, is seeking a Senior IFA to join their team.
The role involves providing holistic financial advice to HNW private clients and servicing an existing client bank.
Candidates must possess a full financial services diploma level 4 and ideally be chartered or progressing towards it, with experience in financial services as a Financial Adviser or IFA.
The position offers a basic salary along with full Paraplanning and administration support, with an OTE of £90 - £100K.
This opportunity is ideal for a professional and dynamic individual looking for a rewarding career with a client bank and uncapped performance-related bonuses.

Our client is based in Taunton and are a long established HNW IFA with a large HNW private and corporate client base. An opportunity has arisen for a Senior IFA to join the existing team. You will be providing holistic financial advice to HNW private clients. The business has internal and external introducer's and an existing client bank.

As a senior IFA the position will be to service the existing client bank by providing holistic financial planning advise and develop new business opportunities.

Candidates must have full financial services diploma level 4 and ideally chartered status or progressing to this. You must have experience of working in financial Services as a Financial Adviser or an IFA or with a strong track record of good customer service and new business development.

This excellent opportunity offers a basic salary, full Paraplanning, administration support, and a performance related bonus with an OTE of £90 - £100K.

This would suit professional and dynamic individual who is looking for a basic salary, client bank and an uncapped performance related bonus.

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Senior IFA

IFA Adminisrator

Paraplanner

Client Administrator