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Permanent

Financial Adviser

Wallace Bates Limited
Bournemouth
money-bag £40000 Annual
Posted: 01 July 2026 (2 days ago)
Closing date: 31 July 2026
Ref: 3130624485

Our client is a national financial services provider currently undergoing a restructure and seeking an Financial Adviser in this office. The role involves providing holistic financial planning advice to existing high-net-worth private clients. The main priority for this position is to service an existing client bank and develop new business opportunities.Applicants should possess a full Financial Services Diploma Level 4 and require some relevant experience as an Independent 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 professional and proactive Independent Financial Advisers or Financial Planners with excellent interpersonal skills. Candidates who are looking for a servicing role as an Independent Financial Adviser with all leads provided would be preferred. ..... full job details .....

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