IFA

IFA / Financial Planner

Salary:  £65,000 – £95,000 (DOE)
Location:  Reading, Berkshire (Hybrid after probation)
Job Type: Full-time, Permanent
Start Date:  Flexible
 

Are you an experienced Independent Financial Adviser or Financial Planner looking to join a high-calibre, fully independent financial planning firm? We’re working with a boutique IFA practice based in Reading, seeking a dynamic and client-focused Financial Planner / Advisor to join their growing team.

The Opportunity:

This is a rare opportunity to join a small, professional team delivering solicitor-level client service. You’ll work alongside two highly experienced advisers, including one with over 25 years in the industry, with the goal of becoming a core part of the firm’s future leadership.
 

Key Responsibilities:

• Manage and grow an existing client bank with a focus on long-term relationships
• Deliver high-quality, holistic financial planning advice
• Conduct in-depth client meetings (all held in-office)
• Collaborate closely with in-house paraplanners and administrators
• Maintain accurate records using Intelligent Office (IO) and other key platforms

About You:

• Minimum 10 years in financial services, with at least 5 years as a Financial Adviser
• Diploma Level 4 qualified (Chartered or Level 6 preferred but not essential)
• Strong technical knowledge across pensions, investments, protection, and tax planning
• Proficient in IO, CashCalc, Voyant, Octopus, Aviva, and other industry tools
• Professional, articulate, and committed to delivering exceptional client outcomes
• Eager to contribute to a collaborative, high-performing team

What’s on Offer:

• Competitive salary up to £95,000
• Hybrid working available after 6-month probation (minimum 3 days in-office)
• 25 days holiday + bank holidays
• Full benefits package (pension, life cover, dental, healthcare – full details on company website)
• Laptop and phone provided
• Full CPD, exam support, and training (reimbursement available if self-funded before probation)

Join a forward-thinking, independent firm where your expertise will be valued and your career development supported. If you’re ready to take the next step in a professional, client-first environment, we’d love to hear from you.