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Permanent

IFA

Thatcham
money-bag 55000.00-55000.00 Annual
3085444003
Posted Today

IFABerkshire, c £60,000 + bonus + benefitsWe are working with a well established, highly reputable and growing IFA practice. They are 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 investmentsThe firm''s clients are mostly along the M4 corridor (Reading to Bristol), with some based in LondonWorking with Discretionary Fund Managers and various platformsBeing part of a team made up of Adviser, Paraplanners and support administratorsSkills and knowledge required:A level 4 qualified adviser with CASSomebody with a transferable client bankWarm and engaging personality, professionalism, a team player with excellent client relationship skillsSomebody looking for longevity in their careerA good understanding of holistic financial planning adviceAdditional information:West Berkshire - hybrid roleBasic of c £60,000 + bonusesFull paraplanning and administration support providedOur 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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