Independent Financial Advisor/ifa

3 weeks ago


Reading, United Kingdom Financial Divisions Full time

**+ (This will be fully negotiable) - commission payments and other benefits**

**Work From Home option: Yes**

We are currently assisting our client who has a track record of building IFA networks. He is looking to establish offices throughout The Thames Valley and the home counties. They are actively looking for an experienced Financial Adviser to manage an establishedclient bank (50+ Clients, AUM £22m+), based in the Central and West Berkshire area. Due to an acquisition our client is looking to take someone on as soon as possible, someone that they can hand the established client bank over to. The client portfolio ismade up of people at or post retirement and owner managers of business and business professionals.

You will be diploma qualified with CAS Status. You will need to have at least 3 years of practical experience of providing advice across a broad range of products, including, Pensions, Investment and Protection. (They also offer Tax Planning and advice onTrusts, but training can be provided to fill in any skills gaps.) As this firm will continue to expand by organic and acquisitional growth, our client can offer a very stable and long-term career for the successful applicant. In addition, they offer a verycompetitive benefits package, which has a low validation - to be discussed - so there is the opportunity to be very well rewarded financially.


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