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