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For Companies At a Glance
- Tasks: Serve clients' financial planning needs, focusing on pensions and investments.
- Company: Reputable IFA practice with a supportive team environment.
- Benefits: Competitive salary, bonuses, life cover, Bupa, and pension contributions.
- Why this job: Join a growing firm and make a real impact in clients' financial futures.
- Qualifications: Level 4 qualified adviser with a transferable client portfolio.
- Other info: Hybrid role with full paraplanning and administration support.
The predicted salary is between 60000 - 84000 £ per year.
Well established, highly reputable and growing IFA practice is seeking an additional IFA to join the team. The ideal candidate will have a transferable client portfolio which will be supplemented with additional existing clients of the business.
Duties include:
- Servicing the clients across all financial planning needs, predominantly pensions and investments.
- The firm’s clients are mostly along the M4 corridor (Reading to Bristol), with some based in London – meetings are a mix of MS Teams or face to face.
- Working with Discretionary Fund Managers and various platforms.
- Being part of a team made up of Adviser, Paraplanners and support administrators.
Skills & knowledge required:
- A level 4 qualified adviser with CAS.
- Somebody with a transferable client bank (that will bring in around £50k, you will be supplemented with additional clients).
- Warm and engaging personality, professionalism, a team player with excellent client relationship skills.
- Somebody looking for longevity in their career.
- A good understanding of holistic financial planning advice.
Additional information:
- West Berkshire – hybrid role.
- Basic of c £60,000 + bonuses.
- Full paraplanning and administration support provided.
- Our client will purchase your client bank (figures to be negotiated).
- Additional benefits include Life Cover (4 x DIS), Bupa and 5% pension contribution.
IFA in Thatcham employer: KFS Recruitment
Contact Detail:
KFS Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA in Thatcham
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world and let them know you're on the lookout for new opportunities. You never know who might have a lead or be able to introduce you to someone at a firm that’s hiring.
✨Tip Number 2
Get social! Use platforms like LinkedIn to showcase your expertise and connect with potential employers. Share insights about financial planning, engage with industry discussions, and don’t hesitate to reach out directly to firms you’re interested in.
✨Tip Number 3
Prepare for those interviews! Research the firm thoroughly and come armed with questions that show your interest in their approach to client management and financial planning. This will help you stand out as a candidate who’s genuinely invested in their success.
✨Tip Number 4
Apply through our website! We’ve got a range of opportunities waiting for you, and applying directly can sometimes give you an edge. Plus, it’s super easy to keep track of your applications and follow up if needed.
We think you need these skills to ace IFA in Thatcham
Some tips for your application 🫡
Show Off Your Experience: Make sure to highlight your transferable client portfolio in your application. We want to see how your past experiences align with the role, especially in servicing clients' financial planning needs.
Be Personable: Since we value warm and engaging personalities, let your character shine through in your written application. Use a friendly tone and share a bit about yourself to connect with us!
Tailor Your Application: Don’t just send a generic application! Tailor it to reflect the specific skills and knowledge mentioned in the job description. Show us you understand holistic financial planning and how you can contribute to our team.
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 from our team!
How to prepare for a job interview at KFS Recruitment
✨Know Your Stuff
Make sure you brush up on your financial planning knowledge, especially around pensions and investments. Familiarise yourself with the latest trends and regulations in the industry, as well as the specific services offered by the firm. This will show that you're not just qualified, but genuinely interested in the role.
✨Show Off Your Client Skills
Since a transferable client portfolio is key for this position, be ready to discuss your existing clients and how you've built those relationships. Prepare examples of how you've successfully managed client needs and provided holistic financial advice. This will demonstrate your value to the team.
✨Be Team-Oriented
This role involves working closely with advisers, paraplanners, and support staff. Highlight your teamwork experience and how you’ve collaborated with others in the past. Share specific instances where you contributed to a team’s success, as this will resonate well with the interviewers.
✨Prepare for Hybrid Work Questions
Given the hybrid nature of the role, be ready to discuss how you manage your time and productivity when working remotely. Think about your experience with MS Teams and face-to-face meetings, and be prepared to share how you maintain strong client relationships in both settings.
