IFA
Berkshire, c £60,000 + bonus + benefits
We are working with a well established, highly reputable and growing IFA practice. They are seeking an additional IFA to join the team. The ideal candidate will have a transferable client portfolio which will be supplemented with additional existing clients of the business.
Duties include:
Servicing the clients across all financial planning needs, predominantly pensions and investments
The firm’s clients are mostly along the M4 corridor (Reading to Bristol), with some based in London
Working with Discretionary Fund Managers and various platforms
Being part of a team made up of Adviser, Paraplanners and support administrators

Skills & knowledge required:
A level 4 qualified adviser with CAS
Somebody with a transferable client bank
Warm and engaging personality, professionalism, a team player with excellent client relationship skills
Somebody looking for longevity in their career
A good understanding of holistic financial planning advice

Additional information:
West Berkshire – hybrid role
Basic of c £60,000 + bonuses
Full paraplanning and administration support provided
Our client will purchase your client bank (figures to be negotiated)
Additional benefits include Life Cover (4 x DIS), Bupa and 5% pension contribution

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