Our client is based in Herts 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 existing clients and develop new business opportunities. The position is predominantly home based with you expected to be in the office once or twice a week possibly more at the start. Candidates must have full financial services diploma level 4 and ideally chartered status or close to completing this. You must have experience of working in financial Services as a Financial Adviser, IFA or as a Bancassurance adviser along with a strong track record of customer service. This excellent opportunity offers full Paraplanning and administration support, a basic salary and bonus, alongside an excellent benefits package.
Back to searchSenior IFA
Wallace Bates Limited
Posted a day ago, valid for 22 days
Stevenage, Hertfordshire SG1 2AX, England
£40,000 - £48,000 per annum
Full Time
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Sonic Summary
- Our client, a long-established HNW IFA based in Herts, seeks a Senior IFA to join their team.
- The role involves providing holistic financial advice to HNW private clients and servicing existing clients while developing new business opportunities.
- Candidates must possess a full financial services diploma level 4, with chartered status preferred, and have experience as a Financial Adviser, IFA, or Bancassurance adviser.
- The position is predominantly home-based, requiring in-office attendance once or twice a week, with a competitive salary and bonus structure.
- This opportunity also includes comprehensive Paraplanning and administration support, along with an excellent benefits package.
