Location
Wokingham
Salary £65000 - £95000 TypePermanent WorkplaceOn-Site Ref89122
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? Were 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. Youll 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 firms future leadership.
Key Responsibilities:
1. Manage and grow an existing client bank with a focus on long-term relationships
2. Deliver high-quality, holistic financial planning advice
3. Conduct in-depth client meetings (all held in-office)
4. Collaborate closely with in-house paraplanners and administrators
5. Maintain accurate records using Intelligent Office (IO) and other key platforms
About You:
6. Minimum 10 years in financial services, with at least 5 years as a Financial Adviser
7. Diploma Level 4 qualified (Chartered or Level 6 preferred but not essential)
8. Strong technical knowledge across pensions, investments, protection, and tax planning
9. Proficient in IO, CashCalc, Voyant, Octopus, Aviva, and other industry tools
10. Professional, articulate, and committed to delivering exceptional client outcomes
11. Eager to contribute to a collaborative, high-performing team
Whats on Offer:
12. Competitive salary up to £95,000
13. Hybrid working available after 6-month probation (minimum 3 days in-office)
14. 25 days holiday + bank holidays
15. Full benefits package (pension, life cover, dental, healthcare full details on company website)
16. Laptop and phone provided
17. 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 youre ready to take the next step in a professional, client-first environment, wed love to hear from you.