Self-Employed IFA Role - Wales

We are pleased to be working with a well established wealth management firm which, due to ongoing growth, currently seek an Independent Financial Advisor (IFA) to provide holistic financial planning advice.

Candidates will provide holistic financial planning to prospective and existing clients in a compliant manner. You will provide exceptional client service, ensuring long term relationships with clients whilst adhering to the FCA principles of TCF.

This role will be supported by our clients team of experienced and motivated Paraplanners / Support staff who will be responsible for the full administration of the pre and post sales process, freeing up your time,

We seek candidates who are qualified to Level 4 / Diploma as a minimum, and have strong technical knowledge to include investments, tax and pensions. You will have a proactive and mature work ethic enabling you to thrive in an environment which promotes autonomy.

Client bank needed but leads will be provided to further boost income.

Candidates will ideally come from an independent environment, although candidates from a tied or private banking environment will also be strongly considered.

This is an exciting opportunity to join a highly credible organisation, full support, market leading technology and the opportunity to maximise your earning potential!