Independent Financial Planner - Wallace Bates Limited : Job Details

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.