Independent Financial Adviser IFA
Eden Rose

Bracknell, Berkshire
•1 hour ago
•No application
About
Independent Financial Adviser (IFA)Location: Near Bracknell, Reading, BerkshireEmployment Type: Full-time, On-siteSalary: Negotiable (up to £75,000 depending on experience and AUM)About the RoleWe are working with a small, well-established financial planning firm based in near Bracknell, seeking a dedicated Independent Financial Adviser (IFA) to join their team. This is a fantastic opportunity to take over an existing client bank and work in a supportive environment where professional development is encouraged.Key ResponsibilitiesProvide high-quality, fully independent financial advice to existing and new clients.Manage and develop client relationships, both in-person and via remote meetings.Take ownership of an existing client bank and ensure continuity of service.Work closely with internal support staff for research and administrative tasks.What We’re Looking ForQualified Adviser (Level 4 Diploma or equivalent, with CAS).Experience in client-facing financial advice roles.Strong interpersonal and communication skills.Ability to work fully on-site (due to client meetings and confidentiality requirements).What’s on OfferSalary fully negotiable based on experience and AUM (up to £75,000).Opportunity to inherit an existing client bank.Supportive team environment with ongoing development.Potential consideration for self-employed arrangements (to be confirmed).Please note: This is a strictly on-site role in near Bracknell. Remote or hybrid working is not available.Interested? Apply today to discuss




