Independent Financial Adviser IFA
2 weeks ago
Independent Financial Adviser (IFA)Location: Near Bracknell, Reading, BerkshireEmployment Type: Full-time, On-siteSalary: Negotiable (up to £75,000 depending on experience and AUM)About the RoleWe are working with a small, well-established financial planning firm based in near Bracknell, seeking a dedicated Independent Financial Adviser (IFA) to join their team. This is a fantastic opportunity to take over an existing client bank and work in a supportive environment where professional development is encouraged.Key ResponsibilitiesProvide high-quality, fully independent financial advice to existing and new clients.Manage and develop client relationships, both in-person and via remote meetings.Take ownership of an existing client bank and ensure continuity of service.Work closely with internal support staff for research and administrative tasks.What We’re Looking ForQualified Adviser (Level 4 Diploma or equivalent, with CAS).Experience in client-facing financial advice roles.Strong interpersonal and communication skills.Ability to work fully on-site (due to client meetings and confidentiality requirements).What’s on Offer
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Bracknell, Berkshire, United Kingdom Evelyn Partners Full timeEvelyn Partners is a UK leader in wealth management, providing personalised, expert investment management and financial planning advice to support clients in embracing what’s next. We’re here to help them make significant decisions with confidence, provide strong foundations for the future and guide them towards their goals. We're seeking ambitious...
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Bracknell, United Kingdom Eden Rose Full timeA well-established financial planning firm near Bracknell is seeking an Independent Financial Adviser (IFA) to provide high-quality financial advice and manage an existing client bank. The ideal candidate will have a Level 4 Diploma or equivalent and experience in client-facing roles. This is a full-time, on-site position with a salary negotiable up to...
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Ifa Administrator
7 days ago
Bracknell, United Kingdom Finlink Ltd Full timeAn excellent opportunity for an IFA Administrator looking to join a supportive and friendly firm in Bracknell. Earning a salary of £30k to support advisers and paraplanners to provide the best holistic advice to clients. This company are fully independent and directly authorised. They always look to promote within, a recent Administrator has just gone into...
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IFA Administrator
1 day ago
Bracknell, Bracknell Forest, United Kingdom Evelyn Partners Full timeCompany Description Evelyn Partners is a UK leader in wealth management, providing personalised, expert investment management and financial planning advice to support clients in embracing what's next.Our success hinges on our people and that's our secret for longevity. We are a team of passionate professionals and everything we do is guided by our purpose...
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IFA Administrator
6 hours ago
Bracknell, Berkshire, United Kingdom Evelyn Partners Full timeCompany Description Evelyn Partners is a UK leader in wealth management, providing personalised, expert investment management and financial planning advice to support clients in embracing what’s next. Our success hinges on our people and that’s our secret for longevity. We are a team of passionate professionals and everything we do is guided by our...
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Paraplanner - Chartered Firm
2 weeks ago
Bracknell, United Kingdom Robinson Financial Careers Full timeAn excellent opportunity has been created for a Paraplanner at a national, Chartered Independent Financial Planning firm at their Ascot offices. Working in collaboration with a Financial Adviser and other colleagues, you will assist the Financial Adviser in preparing recommendations in line with company policy including preparing and maintaining client...
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Financial Administrator Bracknell
5 days ago
Bracknell, United Kingdom Truestar Talent Full time**Financial Administrator with IFA Administrator Experience**: **Location: Bracknell**: **Basic: £35,000**: **Additional benefits**: **Health insurance, death in service and much more, this holistic IFA company gives all employees share options - they genuinely believe everyone should reap the rewards! They are also thoroughly committed to investing in...
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Financial Accountant
16 hours ago
Bracknell, United Kingdom Orka Financial Full timeOur client is an ever growing multi-site operation who seek to hire a Financial Accountant. This role could suit either an ACA or ACCA practice trained Accountant looking for their first move into industry or a newly qualified Accountant from industry lookingfor a step up. The role will report to the Financial Controller and suit a progressive individual...
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Trainee Financial Adviser
7 days ago
Bracknell, United Kingdom mbf. Full timeWe are working with national Financial Planning & Investment Management organisation to recruit a Trainee Financial Adviser. The business is one of the most successful in the industry, they have won multiple awards and are a leading employer. They are now seeking to recruit Trainee Financial Planner to join their Bracknell office. The role will involve...
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Paraplanner
3 days ago
Bracknell, United Kingdom Finlink Ltd Full timeAn excellent opportunity to join an IFA firm as a Paraplanner. Earn up to £40,000, work on a hybrid basis and join the firm in a exciting period of growth. The firm are looking for those with paraplanning experience based in the Berkshire area. This company are fully independent and directly authorised. They always look to promote within. The business is...