ifa

7 days ago

Thatcham, West Berkshire, United Kingdom KFS Recruitment Full time £60,000 - £120,000 per year

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

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