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34

Independent Financial Advisor jobs in Berkshire

 
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  • Employed IFA (client provided)

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    • £35,000 - £65,000 per annum, OTE
    • Reading
    • 4 days ago
    • 3 applications

    Organisation Description My client is a small but growing Chartered IFA firm in Reading with an impressive amount of funds under management and recurring income. They have 2 Chartered Financial Planners and 1 Mortgage Adviser, and are now looking for a new IFA due to succession planning, with one of...

  • Financial Advisor - Employed

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    • £25,000 - £75,000 per annum
    • Windsor
    • 22 September
    • 5 applications

    Established in 1993 in Europe and now having subsidiaries in Asia and the Middle East, this company is now launching its UK operations, based in Windsor.. They have immediate vacancies for 3 FCA qualified advisers and further opportunities will arise in the near future. This is a unique opportunity...

  • Employed Adviser (IFA)

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    • £30,000 - £90,000 per annum
    • Reading
    • 3 October
    • 0 applications

    Our client, a bespoke wealth management firm based in Reading, are looking to build on their success and bring on board new advisers. They have recently acquired 2 new client banks from retiring IFAs. They also have strong links with profesional introducers including accountants and solicitors (STEP...

  • Employed Financial Advisor - HNW CLIENTS PROVIDED - NEW!

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    • £42,000 - £82,000 per annum
    • Slough
    • 5 days ago
    • 0 applications

    Employed Financial Consultant - £42,000 - £62k Basic + pension + bonuses + Car Our Client has a unique business model providing tailored financial advice products and services to clients in the medical, dental, legal and teaching professions and their success has been recognised through prestigious...

  • Financial Adviser - Employed - Clients provided

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    • £40,000 - £75,000 per annum, negotiable, OTE
    • Wokingham
    • 14 October
    • 0 applications

    Home/Field based Financial Adviser role, excellent company reputation, leads provided and a strong remuneration package. What matters most to you? The security of a salaried position, or the freedom to pursue your business goals? For the right individuals, this offers a way to fulfil both without...

  • Financial Planner Home Based Nationwide

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    • Competitive salary
    • Reading
    • 1 week ago
    • 0 applications

    Bellpenny are searching for Financial Planners to join our team to support our current client bank. We will allocate you a client bank within 40 miles of your home wherever possible, so you won’t be travelling up and down the country. The role of a Financial Planner is key to our business as you are...

  • Investor Relations Adviser

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    • £40,000 - £70,000 per annum, OTE
    • Reading
    • 4 days ago
    • 10 applications

    Organisation Description My client is a small FCA regulated private equity firm based in the Thames Valley area. They advise three Funds which invest in growth companies, growth loans and niche profitable businesses. They complete a number of transactions each year which are planned to return their...

  • Phone-based IFA (all clients provided)

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    • £35,000 - £45,000 per annum, inc benefits
    • Wokingham
    • 4 days ago
    • 2 applications

    Organisation Description My client is an expanding company near Reading, looking for an office-based IFA to retain existing on-going income and generate additional income, by contacting clients by telephone. Job Description • Acting as the main point of contact for all phone-based client enquiries...

  • Financial Advisor

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    • £45,000 - £70,000 per annum, negotiable, OTE
    • Crowthorne
    • 7 October
    • 1 applications

    Pathways Financial Planning is a long established firm of financial advisors based in Bracknell, Berkshire. We have a position for a diploma qualified financial advisor whose role will primarily involve advice in the retirement and investment markets. The main sources of your business will be provided...

  • Independent Financial Adviser

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    • £30,000 - £36,000 per annum
    • Berkshire
    • 6 October
    • 1 applications

    Organisation Description A highly successful IFA Practice, extremely well positioned within the Financial Planning arena, is activey looking for a Diploma Qualified Finanical Adviser to support on of the Director in closing on exisiting deals for HNW Clients.  Currentlyworking as a Financial Adviser...

  • Independent Financial Adviser

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    • £30,000 - £36,000 per annum
    • Berkshire
    • 6 October
    • 0 applications

    Organisation Description A highly successful IFA Practice, extremely well positioned within the Financial Planning arena, is activey looking for a Diploma Qualified Finanical Adviser to support on of the Director in closing on exisiting deals for HNW Clients.  Currentlyworking as a Financial Adviser...

  • Employed Financial Advisor - HNW CLIENTS PROVIDED - NEW!

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    • £42,000 - £82,000 per annum
    • Maidenhead
    • 4 October
    • 0 applications

    Employed Financial Consultant - £42,000 - £62k Basic + pension + bonuses + Car Our Client has a unique business model providing tailored financial advice products and services to clients in the medical, dental, legal and teaching professions and their success has been recognised through prestigious...

  • Self Employed IFA

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    • £20,000 - £80,000 per annum, OTE
    • Reading
    • 3 October
    • 0 applications

    A Bristol based company who have advisers across the UK have vacancies for Financial Advisers in the Reading / Bershire The ideal candidate will have their own lead-base but our clients sales process provides the opportunity of a large amount of leads via seminars organised by the company. Full diploma...

  • IFA - Self Employed

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    • £10,000 - £90,000 per annum
    • Reading
    • 3 October
    • 0 applications

    Our client is one of the leading IFA practices in the UK and as a result of continued expansion currently require several qualifed self employed IFA's to join their expanding team. Dealing with a full range of products including Investments, Pensions, Protection and Mortgages on a fully independent basis...

  • Desk based Pensions Consultant

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    • £35,000 - £50,000 per annum, negotiable, OTE
    • Reading
    • 1 October
    • 1 applications

    A leading national Advisor practice requires a desk-based regulated Financial Planner with a Pension business mix bias to work from their Reading offices. Our client has a large portfolio of private and corporate clients that require servicing; as such the post holder is not required to transfer any...

  • Save
    • £38,000 - £43,000 per annum
    • Wokingham
    • 1 October
    • 2 applications

    Do you want the security of an employed position without being Micromanaged? Do you seek support through clients and leads but still have the drive to generate a percentage of your own business? Recruit UK is representing a successful and reputable Financial Planning Firm who has a national presence...

  • Employed Financial Advisor - HNW CLIENTS PROVIDED - NEW!

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    • £42,000 - £82,000 per annum
    • Slough
    • 27 September
    • 0 applications

    Employed Financial Consultant - £42,000 - £62k Basic + pension + bonuses + Car Our Client has a unique business model providing tailored financial advice products and services to clients in the medical, dental, legal and teaching professions and their success has been recognised through prestigious...

  • Financial Adviser - 90% of business provided

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    • £38,000 - £43,000 per annum
    • Wokingham
    • 25 September
    • 0 applications

    Do you want the security of an employed position without being Micromanaged? Do you seek support through clients and leads but still have the drive to generate a percentage of your own business? Recruit UK is representing a successful and reputable Financial Planning Firm who has a national presence...

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  • Financial Consultant-Home and field based-Professional Sectors

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    • £38,000 - £42,000 per annum
    • Berkshire
    • 22 September
    • 0 applications

    We are excited to offer an opportunity with an award winning and established financial planning firm. Our client is a mutual organisation who pride themselves on offering compliant tailored advice and products to select professional groups including GP’s, Teachers, Dentists and Lawyers. We are looking...

  • Wealth Manager/IFA

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    • £50,000 - £100,000 per annum
    • Reading
    • 19 September
    • 0 applications

    Are you a successful Wealth Manager with a proven record of providing innovative solutions to HNW clients? Are you looking for an environment where you can provide a bespoke service to your clients whilst benefitting from wide ranging technical, administrative and development support? In order to achieve...

  • Wealth Adviser - Bracknell

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    • £40,000 - £75,000 per annum
    • Bracknell
    • 18 September
    • 23 applications

    Exchange Street is continuing to work with one of the pre-eminent names in the wealth management arena, a firm that have been at the forefront of the move to a fee based approach utilising ethical, highly qualified financial planners. As part of their ongoing ambition to be the advisory practice of choice...

  • Financial Adviser

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    • £40,000 - £70,000 per annum, OTE
    • Newbury
    • 17 September
    • 0 applications
    Posted by
    PRIMROSE BLUE LLP

    Our client a well established FA practice are looking for advisers to service clients provided to them in their area. You will be an experienced adviser with at least one years proven track record. You must be at least level 4 qualified and ideally Competent Adviser Status. On target earnings are in...

  • Financial Adviser

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    • £40,000 - £70,000 per annum, OTE
    • Reading
    • 17 September
    • 1 applications
    Posted by
    PRIMROSE BLUE LLP

    Our client a well established FA practice are looking for advisers to service clients provided to them in their area. You will be an experienced adviser with at least one years proven track record. You must be at least level 4 qualified and ideally Competent Adviser Status. On target earnings are in...

  • Financial Consultant - Field Based - No clients needed

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    • £42,000 - £75,000 per annum
    • Bracknell
    • 17 September
    • 5 applications

    You don’t see that very often Whether you are an IFA looking to come in from the cold or a bancassurer looking to move out from the high street, our client currently represents one of the best opportunities for you. With a very highly regarded brand within a number of professional marketplaces, built...

  • Employed Financial Advisor - HNW CLIENTS PROVIDED - NEW!

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    • £42,000 - £82,000 per annum
    • Windsor
    • 13 September
    • 1 applications

    Employed Financial Consultant - £42,000 - £62k Basic + pension + bonuses + Car Our Client has a unique business model providing tailored financial advice products and services to clients in the medical, dental, legal and teaching professions and their success has been recognised through prestigious...

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