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- Tasks: Guide clients in financial planning and investment strategies.
- Company: Established Independent Financial Advisory firm in Reading.
- Benefits: Competitive salary, performance bonuses, and excellent benefits package.
- Why this job: Join a supportive team and grow your career in finance.
- Qualifications: Level 4 Diploma and client-facing experience preferred.
- Other info: Strong mentorship and clear career progression opportunities.
The predicted salary is between 42000 - 72000 ÂŁ per year.
A well-established and growing Independent Financial Advisory firm in Reading is seeking an ambitious IFA Adviser ready to take the next step in their career within a high-quality, supportive environment.
This opportunity would suit either:
- A Senior Paraplanner looking to transition into a client‑facing adviser role with the right support and mentoring, or
- An IFA Adviser with around 12 months’ client‑facing experience who is keen to continue developing their skills within a progressive firm.
You’ll be joining a business that genuinely invests in its people. The firm prides itself on providing strong mentorship, structured development, and a clear, achievable pathway for long‑term progression. You’ll gain exposure to a broad and established client base, allowing you to build confidence, capability, and credibility as a trusted adviser.
This is an advice‑led firm with a strong reputation, where quality, professionalism, and client outcomes are at the heart of everything they do.
Key Highlights
- Supportive transition into (or continued growth within) a client‑facing adviser role
- Strong mentoring and ongoing professional development
- High‑quality, advice‑led culture with an established client base
- Clear career progression and long‑term stability
- Competitive salary with an attractive, performance‑related bonus structure
The role will be office based. You will have your Level 4 Diploma. My client can offer a very secure and rewarding role, with an excellent benefits package and bonus structure including pensions, death in service and very substantial earning potential.
If this role sounds of interest or any others I am working on please get in touch.
Financial Advisor in Reading employer: Financial Divisions
Contact Detail:
Financial Divisions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Advisor in Reading
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance world, attend industry events, and don’t be shy about letting people know you’re on the lookout for a Financial Advisor role. You never know who might have the inside scoop on opportunities!
✨Tip Number 2
Prepare for those interviews! Research the company thoroughly and be ready to discuss how your experience aligns with their values and goals. Practise common interview questions and think of examples that showcase your skills as a trusted adviser.
✨Tip Number 3
Showcase your personality! When you get the chance to meet potential employers, let your passion for financial advising shine through. They want to see not just your qualifications but also how you connect with clients and colleagues.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of great opportunities waiting for you, and applying directly can sometimes give you an edge. Plus, it’s super easy to keep track of your applications!
We think you need these skills to ace Financial Advisor in Reading
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that align with the Financial Advisor role. Highlight any client-facing experience and relevant qualifications, like your Level 4 Diploma, to catch our eye!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Share your passion for financial advising and how you can contribute to our supportive environment. Don’t forget to mention why you’re excited about joining our team in Reading.
Showcase Your Mentorship Experience: If you've had any mentoring or training experiences, be sure to include them. We value strong mentorship, so let us know how you've benefited from it or how you can support others in their development.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates regarding your application status!
How to prepare for a job interview at Financial Divisions
✨Know Your Numbers
As a Financial Advisor, it's crucial to be well-versed in financial metrics and market trends. Brush up on key statistics related to the firm’s client base and the financial products they offer. This will not only show your preparedness but also your genuine interest in their operations.
✨Showcase Your Client-Facing Skills
Whether you're transitioning from a paraplanner role or have some experience as an IFA Adviser, be ready to discuss specific examples of how you've successfully interacted with clients. Highlight your communication skills and ability to build trust, as these are vital in this role.
✨Emphasise Your Commitment to Development
This firm values mentorship and professional growth, so make sure to express your eagerness to learn and develop. Share any relevant courses or certifications you’ve pursued, and discuss how you plan to continue enhancing your skills in the financial advisory space.
✨Align with Their Values
Research the firm’s culture and values, especially their focus on quality and professionalism. During the interview, relate your personal values to theirs and explain how you can contribute to their mission of delivering excellent client outcomes.
