IFA
other jobs KFS Recruitment
Added before 4 hours
- England,South East,Berkshire
- Full Time, Permanent
- £55,000 - £65,000 per annum
Job Description:
IFA
Berkshire, c £60,000 + bonus + benefits
We 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 investments
*The firm’s clients are mostly along the M4 corridor (Reading to Bristol), with some based in London
*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
*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
*
*
Berkshire, c £60,000 + bonus + benefits
We 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 investments
*The firm’s clients are mostly along the M4 corridor (Reading to Bristol), with some based in London
*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
*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
*
*
Job number 3428758
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Company Details:
KFS Recruitment
KFS began its journey in January 2016. After working in the Financial Services Recruitment sector for 10 years, Kerry Stephens realised it was time to...