Thatcham
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