Independent Financial Adviser

Wallace Bates LimitedLondonreedpublished 09/21/2026
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Our client is a long established chartered IFA based in London. Due to a restructure they and seeking an Independent Financial Adviser to join the existing team. The position as an Independent Financial Adviser will be to service an existing book of HNW private clients. Your main duty will be to provide holistic financial planning advice to these clients whilst also developing new business opportunities. Applicants should possess a minimum of the Financial Services Diploma Level 4, Chartered status or progression towards this would be an advantage. Candidates must also have some relevant experience as an Independent Financial Adviser, IFA, or Bancassurance Adviser within the Financial Services sector. This position provides Paraplanning and Administration support, Hybrid working, a basic salary, bonus, and a comprehensive benefits package. This would suit professional and proactive Independent Financial Advisers or Financial Planners with excellent interpersonal skills and a strong track record of providing holistic financial advise to HNW Private clients. If you are looking for an employed IFA role with all leads provided please contact me.