Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Help clients achieve their financial goals with tailored strategies and proactive networking.
- Company: Join a respected IFA firm known for its success and client-focused approach.
- Benefits: Enjoy a competitive salary, holiday pay, and the flexibility of remote work.
- Why this job: This role offers growth opportunities, comprehensive support, and a chance to make a real impact.
- Qualifications: Level 4 Diploma qualified Financial Advisor with CAS status preferred; experience varies.
- Other info: Self-employed option available for those seeking more independence.
The predicted salary is between 42500 - 65000 £ per year.
Are you an experienced Financial Advisor, seeking an employed job, based from home with quality leads and existing clients provided covering Reading and surrounding areas? This is a unique opportunity to join a highly respected IFA firm who are continually improving their client proposition and feature in the industry press for their success. The business typically is able to provide you with an existing client bank to takeover servicing, either from an internal change or a retiring Adviser. Your goal is to understand your client’s current and future goals and design easy to understand strategies matching their objectives. Alongside servicing the clients provided, you should look to convert business opportunities provided to you from their company marketing initiatives. Plus, you should build the portfolio through undertaking proactive activities yourself, including asking for referrals, networking and utilising social media. You will deliver advice to clients through a mixture of in-person at the clients’ home or business premises, virtually by Microsoft Teams or in one of the company’s regional offices.
Financial Advisor Requirements
- You should be a Level 4 Diploma qualified Financial Advisor with CAS status for financial planning advice
- Our client is happy to consider individuals relatively early in their advising career, through to highly experienced
- You should have a proven, demonstrable track record in being able to convert business opportunities
- Individuals close to Chartered status would be preferred
Full and comprehensive back office support
Their Independent Financial Advisors receive complete support with specialist Administrators, Paraplanners, Compliance Managers! As the research, report writing, client investment management reviews are all undertaken for you, you will have more time to spend with clients.
Training and Development
Their Financial Advisors have access to in-house training programmes and support towards becoming a Chartered Financial Planner.
Financial Advisor Benefits
- Salary of £50,000 - £75,000 subject to experience and qualifications
- Plus, IFAs will receive holiday pay, phone, laptop and bonus structure to enable excellent OTE
- Home based role with travel to meet clients in person and use of their regional offices if preferred
- Self-employed option available, if you would prefer
Locations
Reading
Financial Advisor employer: Premier Jobs UK
Contact Detail:
Premier Jobs UK Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Advisor
✨Tip Number 1
Network with other financial professionals in your area, especially those who may have connections to the firm you're applying to. Attend local finance-related events or join online forums to build relationships and gain insights into the company culture.
✨Tip Number 2
Utilise social media platforms like LinkedIn to showcase your expertise and connect with potential clients or colleagues. Share relevant content that demonstrates your knowledge in financial advising, which can help you stand out to the hiring team.
✨Tip Number 3
Research the specific IFA firm thoroughly. Understand their client proposition and recent successes featured in industry press. This knowledge will allow you to tailor your conversations during interviews and demonstrate your genuine interest in their business.
✨Tip Number 4
Prepare to discuss your track record in converting business opportunities. Have specific examples ready that highlight your achievements and how they align with the firm's goals, as this will show your potential value to the team.
We think you need these skills to ace Financial Advisor
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your Level 4 Diploma and CAS status prominently. Include specific examples of how you've successfully converted business opportunities in the past, as this is a key requirement for the role.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the opportunity to work with an IFA firm that values client relationships. Mention your experience with existing clients and how you plan to build on the provided client bank.
Showcase Your Skills: Emphasise your ability to design easy-to-understand strategies for clients. Provide examples of how you've helped clients achieve their financial goals, demonstrating your understanding of their needs.
Highlight Continuous Learning: Mention any ongoing training or professional development you are pursuing, especially if you are close to Chartered status. This shows your commitment to growth and aligns with the company's focus on training and development.
How to prepare for a job interview at Premier Jobs UK
✨Showcase Your Qualifications
Make sure to highlight your Level 4 Diploma and any relevant qualifications during the interview. If you're close to Chartered status, mention this as it shows your commitment to professional development.
✨Demonstrate Your Client-Centric Approach
Be prepared to discuss how you understand and meet clients' goals. Share examples of how you've designed strategies that align with client objectives, showcasing your ability to build strong relationships.
✨Prepare for Business Conversion Questions
Since the role involves converting business opportunities, think of specific instances where you've successfully turned leads into clients. This will demonstrate your track record and ability to seize opportunities.
✨Familiarise Yourself with Their Marketing Initiatives
Research the company's marketing strategies and be ready to discuss how you can leverage these to grow your portfolio. Showing that you understand their approach will set you apart from other candidates.
