IFA

Job description

Well established, highly reputable and growing IFA practiceis 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 – meetings are a mix of MS Teams or face to face
• 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 (that will bring in around £50k, you will be supplemented with additional clients (existing portfolio)
• 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

Extra information

Status

Open

Education Level

Secondary School

Location

Thatcham

Type of Contract

Part-time jobs

Published at

22-12-2025

Profession type

Accountancy

Full UK/EU driving license preferred

No

Car Preferred

No

Must be eligible to work in the EU

No

Cover Letter Required

No

Languages

English