Senior IFA

Posted 30 April by Wallace Bates Limited
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Our client is a high profile, and successful national financial services provider. Due to expansion, they are now looking for a Senior Financial Adviser in The Milton Keynes Area. You will be providing holistic financial advice to HNW private clients. The business has internal and external introducer's and an existing client bank. The position will be to service and develop new business opportunities.

The position is predominantly home based with you expected to be in the office once a week possibly more at the start.

Candidates must have full financial services diploma level 4 and ideally chartered status or progressing towards 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 is an excellent opportunity to join a high profile, long established Financial Services Business that has an award-winning product range. This would suit a proactive and dynamic adviser who has a good track record of successfully developing internal or external introducer's.

This excellent opportunity offers full Paraplanning and Administration support, a basic salary and bonus along side an excellent benefits package.

Required skills

  • Financial Planning
  • Financial Services

Reference: 52520983

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