ifa

4 days ago

Wokingham, Wokingham, United Kingdom Eden Rose Full time £65,000 - £95,000 per year

IFA / Financial Planner
Salary:
£65,000 – £95,000 (DOE)

Location:
Reading, Berkshire (Hybrid after probation)

Job Type:
Full-time, Permanent

Start Date:
Flexible

Are you an experienced Independent Financial Adviser or Financial Planner looking to join a high-calibre, fully independent financial planning firm? We're working with a boutique IFA practice based in Reading, seeking a dynamic and client-focused
Financial Planner / Advisor
to join their growing team.

The Opportunity
This is a rare opportunity to join a small, professional team delivering solicitor-level client service. You'll work alongside two highly experienced advisers, including one with over 25 years in the industry, with the goal of becoming a core part of the firm's future leadership.

Key Responsibilities

  • Manage and grow an existing client bank with a focus on long-term relationships
  • Deliver high-quality, holistic financial planning advice
  • Conduct in-depth client meetings (all held in-office)
  • Collaborate closely with in-house paraplanners and administrators
  • Maintain accurate records using Intelligent Office (IO) and other key platforms

*About You:*

  • Minimum 10 years in financial services, with at least 5 years as a Financial Adviser
  • Diploma Level 4 qualified (Chartered or Level 6 preferred but not essential)
  • Strong technical knowledge across pensions, investments, protection, and tax planning
  • Proficient in IO, CashCalc, Voyant, Octopus, Aviva, and other industry tools
  • Professional, articulate, and committed to delivering exceptional client outcomes
  • Eager to contribute to a collaborative, high-performing team

*What's on Offer:*

  • Competitive salary up to £95,000
  • Hybrid working available after 6-month probation (minimum 3 days in-office)
  • 25 days holiday + bank holidays
  • Full benefits package (pension, life cover, dental, healthcare – full details on company website)
  • Laptop and phone provided
  • Full CPD, exam support, and training (reimbursement available if self-funded before probation)

Join a forward-thinking, independent firm where your expertise will be valued and your career development supported. If you're ready to take the next step in a professional, client-first environment, we'd love to hear from you.

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