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- Tasks: Provide financial advice and build strong client relationships in a dynamic environment.
- Company: Join a fully independent IFA firm working with major clients like Facebook.
- Benefits: Earn £35,000 plus up to 35% bonus, hybrid work, and support for further qualifications.
- Why this job: Shape your advisory style while developing your career in a supportive team.
- Qualifications: Level 4 Diploma in Financial Planning and 1-2 years IFA experience required.
- Other info: Great opportunity for long-term career progression in a growing firm.
The predicted salary is between 28000 - 42000 £ per year.
Location: Central London
Salary: £35,000 per annum + up to 35% bonus
Job Type: Permanent | Hybrid (3 days office-based, 2 days WFH)
Working Hours: Full-time
Are you a newly qualified Financial Adviser looking to take the next step in your career? This is a fantastic opportunity to join a fully independent IFA firm, working exclusively with some exciting major corporate clients such as Facebook. You will also receive an existing client book of circa £2M, plus guaranteed leads for 2026.
As a Junior Adviser, you’ll be servicing a portfolio of lower-end clients, helping them with their financial planning needs while developing your own advisory style. This is a brand-new role, so flexibility and a proactive mindset are key as you’ll help shape the programme alongside the leadership team.
Key Responsibilities- Provide financial advice to a portfolio of clients
- Build strong relationships and deliver excellent client service
- Support the development of the advisory programme
- Work closely with the COO and wider team of IFAs and administrators
- Maintain up-to-date knowledge through CPD and further qualifications
- Level 4 Diploma in Financial Planning (DipFA or equivalent) – essential
- CAS authorised CF30
- 1-2 years IFA experience
- Ideally academy-trained
- Strong sales and communication skills
- Confident in client-facing situations
- Sociable, adaptable, and eager to learn
- Comfortable working in a small, entrepreneurial team
- Salary: £35,000
- Bonus: 35%, based on 3x threshold
- Hybrid working: 2 days WFH
- Standard pension and holiday allowance
- Support with CPD and further exams
- Opportunity to take on a client bank from day one
- Long-term career progression in a growing firm
You’ll be joining a small, collaborative team of 6 experienced IFAs with a strong administrative team behind you, managing around £350M AUM. The company is fully independent and prides itself on delivering high-quality financial planning to prestigious corporate clients.
Apply today to launch your career in financial advice with a firm that values growth, flexibility, and long-term development.
Junior IFA in Reading employer: Heat Recruitment
Contact Detail:
Heat Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Junior IFA in Reading
✨Tip Number 1
Network like a pro! Get out there and connect with industry professionals, attend events, and join relevant groups. The more people you know, the better your chances of landing that Junior IFA role.
✨Tip Number 2
Practice your pitch! You never know when you'll get a chance to introduce yourself. Be ready to explain who you are, what you do, and why you're passionate about financial advice in a concise and engaging way.
✨Tip Number 3
Leverage social media! Use platforms like LinkedIn to showcase your skills and connect with potential employers. Share insights on financial planning and engage with content related to the industry to get noticed.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of opportunities waiting for you, and applying directly can give you an edge. Plus, it shows you’re serious about joining our team!
We think you need these skills to ace Junior IFA in Reading
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that match the Junior IFA role. Highlight your Level 4 Diploma in Financial Planning and any relevant IFA experience to catch our eye!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Share why you're passionate about financial advice and how you can contribute to our team. Be genuine and let your personality come through.
Showcase Your Client-Facing Skills: Since this role involves building strong relationships, mention any past experiences where you've excelled in client interactions. We love seeing how you connect with people and provide excellent service!
Apply Through Our Website: We encourage you to apply directly through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any updates from us!
How to prepare for a job interview at Heat Recruitment
✨Know Your Stuff
Make sure you brush up on your financial knowledge, especially around the services you'll be providing. Familiarise yourself with the latest trends in financial planning and be ready to discuss how you can apply them to the role.
✨Showcase Your Communication Skills
As a Junior IFA, strong communication is key. Prepare to demonstrate your ability to explain complex financial concepts in simple terms. You might even want to practice with a friend or family member to get comfortable.
✨Be Proactive and Flexible
Since this is a brand-new role, showing that you're adaptable and willing to take initiative will set you apart. Think of examples from your past where you've had to be flexible or proactive, and be ready to share those during the interview.
✨Build Rapport
Remember, this role involves building relationships with clients. During the interview, focus on connecting with your interviewers. Ask questions about their experiences and the company culture to show you're genuinely interested in being part of the team.
