Independent Financial Adviser

Company: Wallace Bates Limited
Apply for the Independent Financial Adviser
Location: King's Lynn
Job Description:

Our client is a national financial services provider currently undergoing a restructure and seeking an Independent Financial Adviser in this office. 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 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 and a performance related Bonus would be ideal.

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Posted: June 25th, 2026