Employed IFA

4 weeks ago

St Albans, Hertfordshire, United Kingdom Wallace Bates Limited Full time

Our client is a well-established IFA based in Herts who have direct connections to a professional introducer and large existing client bank.

They are looking for an Employed IFA to join the existing team.

The role will be to provide independent financial planning advice to the existing clients and help develop new business opportunities.

Candidates must have full diploma level 4 in financial planning, ideally progressing to chartered status.

Candidates must have experience as an IFA or financial planner and hold FCA CF30.

This would suit a proactive and professional IFA or financial adviser with a good track record of fee/income generation with HNW private clients.

If you are looking for an employed role plus bonus and leads and are also happy to develop new business then please contact me.

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