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26

Independent Financial Advisor jobs in Berkshire

 
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  • Desk based Pensions Consultant

    Shortlist
    • £25,000 - £40,000 per annum, negotiable, OTE
    • Bracknell
    • 18 February
    • 2 applications

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

  • Employed IFA

    Featured
    Shortlist
    • £50,000 - £80,000 per annum
    • Reading
    • Today
    • 3 applications

    Organisation Description A well-established IFA firm in Reading has a vacancy for innovative Advisers to come in and provide holistic financial planning to a range of high net worth individuals. This firm has more than doubled their assets under management in the last 18 months. Job Description You...

  • Employed IFA

    Featured
    Shortlist
    • £50,000 - £80,000 per annum
    • Reading
    • Today
    • 0 applications

    Organisation Description A well-established IFA firm in Reading has a vacancy for innovative Advisers to come in and provide holistic financial planning to a range of high net worth individuals. This firm has more than doubled their assets under management in the last 18 months. Job Description You...

  • Employed IFA

    Featured
    Shortlist
    • £50,000 - £80,000 per annum
    • Reading
    • Today
    • 0 applications

    Organisation Description A well-established IFA firm in Reading has a vacancy for innovative Advisers to come in and provide holistic financial planning to a range of high net worth individuals. This firm has more than doubled their assets under management in the last 18 months. Job Description You...

  • Specialist Annuity Services Adviser

    Featured
    Shortlist
    • £25,000 - £30,000 per annum
    • Bracknell
    • Today
    • 0 applications

    Organisation Description One of the UK's leading Wealth Management firms with offices across the country are looking to expand their Bracknell office. Job Description The role is office based, providing advice to clients of the firm over the telephone.  You will not be targeted on business development...

  • Financial Planning Manager

    Shortlist
    • £40,000 - £80,000 per annum
    • Reading
    • 17 February
    • 0 applications

    Financial Planning Manager Purpose of Role To manage a portfolio of clients, delivering a high level of service to ensure retention of a recurring client base, whilst generating additional sales to these clients as appropriate. Main Responsibilities Markets • Demonstrates an understanding of the...

  • Telephone Based Financial Planner

    Shortlist
    • £35,000 per annum
    • Reading
    • 13 February
    • 0 applications

    An excellent opportunity has arisen with an expanding financial planning organisation for a Telephone Based Financial Planner. This role would suit an existing telephone based financial planner, a face to face financial planner wanting to carry out an office based role, or a paraplanner looking for the...

  • Employed Adviser (IFA)

    Shortlist
    • £30,000 - £90,000 per annum
    • Reading
    • 17 February
    • 2 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 IFA Newbury

    Featured
    Shortlist
    • £50,000 - £60,000 per annum
    • Newbury
    • 5 days ago
    • 1 application

    Position: Employed IFA Location: Newbury Salary: £50,000 - £60,000 DOE and Flexible Our client, a very highly respected IFA firm in Newbury are looking for an experienced Adviser to join the office offering holistic advice to clients. You will be working for a company that truly take a professional...

  • Employed IFA

    Shortlist
    • £35,000 - £70,000 per annum
    • Reading
    • 17 February
    • 1 application

    Employed package, clients and professional introducer's given upon start. Based in London................. Ideal opportunity for a commercially minded and professionally focused individual who has the gravitas to work with professional introducer's (accountants and solicitors) The ideal candidate will...

  • Independent Financial Adviser

    Shortlist
    • £35,000 - £45,000 per annum
    • Reading
    • 17 February
    • 0 applications

    Independent Financial Adviser / IFA (Diploma Qualified) - Our client is one of the UK's longest established IFA firms in the UK. Our client has an exclusive agreement with the British Medical Association and they are seeking IFA's to provide holistic financial planning to prospective and existing BMA...

  • Employed Independent Financial Adviser

    Shortlist
    • £35,000 - £60,000 per annum, OTE
    • Reading
    • 20 February
    • 2 applications

    Exchange Street is working closely with an award winning independent financial planning organisation as they look to recruit an experienced consultant to take over an existing client base across the RG and GU postcode areas. Primarily working with medical professionals, this is a fantastic opportunity...

  • Financial Adviser-Newbury

    Shortlist
    • £30,000 - £60,000 per annum, OTE
    • Newbury
    • 20 February
    • 0 applications
    Posted by
    PRIMROSE BLUE LLP

    Our client a well established IFA practice is looking for an adviser to service leads from pre booked appointments in the Newbury 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...

  • Financial Adviser-Reading

    Shortlist
    • £30,000 - £60,000 per annum, OTE
    • Reading
    • 20 February
    • 0 applications
    Posted by
    PRIMROSE BLUE LLP

    Our client a well established IFA practice is looking for an adviser to service leads from pre booked appointments in the Reading 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...

  • IFA - Self Employed

    Shortlist
    • £10,000 - £90,000 per annum
    • Reading
    • 20 February
    • 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...

  • annuity consultant

    Shortlist
    • £30,000 per annum
    • Bracknell
    • 19 February
    • 0 applications

    Minimum Qualifications: Statement of Professional Standing Qualified: Level 4 Technical skills and attributes: Strong knowledge of at retirement planning, pensions, conventional annuities and protection. Experience of working within the Financial Services sector. Ability to work to compliance sales...

  • Wealth Adviser - Bracknell

    Shortlist
    • £40,000 - £75,000 per annum
    • Bracknell
    • 11 February
    • 25 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...

  • Telephone Based Financial Planner

    Shortlist
    • £30,000 - £35,000 per annum
    • Reading
    • 5 February
    • 3 applications

    The Company Story: Bellpenny was founded in early 2012 with private equity backing from Oaktree, one of the world’s largest private equity companies with the mandate to become the UK’s most trusted financial advice brand. In the last two and a half years we have grown from a concept to over 200 staff...

  • Financial Planner

    Shortlist
    • £40,000 - £45,000 per annum
    • Berkshire
    • 4 February
    • 0 applications

    Financial Planner £45k Base + Bonus Berkshire Leading firm of Chartered Accountants looking to expand their Financial Planning arm with the hire of a Financial Planner. With strong growth plans and the current team running at maximum capacity, this is an ideal opportunity for a Jnr Financial Planner...

  • Financial Advisor

    Shortlist
    • £17,000 - £22,000 per annum
    • Bracknell
    • 3 February
    • 4 applications

    Our client is one of the UK's largest Financial Service organisations and due to continued expansion they are presently looking to recruit a field based Financial Advisor to join their growing team. Duties include advising clients on a range of financial products in their homes and will include regular...

  • Financial Analyst

    Shortlist
    • £30,000 - £40,000 per annum, inc benefits
    • Slough
    • 27 January
    • 26 applications

    Your Challenge: The role of Financial Analyst within Airwave is an exciting opportunity in a growing and evolving business to demonstrate through your previous roles an ambition to progress, utilising your data driven and analytical experience. You’ll need to show a desire to take on board new tasks...

  • annuity consultant

    Shortlist
    • £35,000 per annum
    • Bracknell
    • 25 January
    • 1 application

    Minimum Qualifications: Statement of Professional Standing Qualified: Level 4 Technical skills and attributes: Strong knowledge of at retirement planning, pensions, conventional annuities and protection. Experience of working within the Financial Services sector. Ability to work to compliance sales...

  • Senior Regulated IFA Manager

    Shortlist
    • Salary negotiable
    • Bracknell
    • 20 January
    • 1 application

    My client are a leading national IFA , with offices based around the UK. They specialise in the HNW arena. To compliment this proposition they will be launching a "Direct" execution only business that will be telephone based targeting a specific segment of their client database and will be giving direct...

  • Financial Advisor - Employed

    Shortlist
    • £25,000 - £75,000 per annum
    • Windsor
    • 3 November 2014
    • 7 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 to...

  • IFA Administrator

    Shortlist
    • £20,000 - £23,000 per annum
    • Reading
    • 20 February
    • 2 applications
    Posted by
    Anthony Alexandra

    Our client, a well-established successful Independent Financial Advisory are currently seeking an experienced IFA Administrator to join a fast growing team in Aldershot. The role requires an individual who has the ability to work within a fast pace environment, adapt to industry changes and someone who...

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