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Home Based Independent Financial Planner

Posted: 16/03/26
Recruiter:Wallace Bates Limited
Reference:3085442440
Type:Permanent
Salary:£45,000 - £55,000 Annual
Location:London
Description:

Our client is a national Independent financial services provider currently undergoing a restructure and seeking an new Independent Financial Adviser to join the existing business. The role involves providing holistic financial planning advice to high-net-worth private clients. The main duties for this position are to service an existing client bank of clients through out the UK and develop new business opportunities.

The role is home-based.

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 dynamic, professional and proactive candidates looking for a role with all leads provided and that provides earnings directly related to performance.

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