Financial Adviser

IDEX Consulting; Cirencester; On-site; GBP 40,000 - 80,000; Full time

Job summary

An established industry player is seeking an experienced Independent Financial Advisor to join their growing team in Cirencester. This unique opportunity involves working closely with the Director and managing a structured client handover over three years. The successful candidate will benefit from a supplied client bank and a chance to build strong relationships while delivering high-quality, holistic financial advice to high net-worth clients. If you are passionate, proactive, and self-motivated, this role could be the perfect fit for you, offering the chance to grow within a supportive environment.

Benefits

Up to 25 days annual leave

Discretionary bonus

Free onsite parking

Study support to become Chartered

Qualifications

• Experience managing high net-worth clients with a focus on quality service.
• Passionate and proactive individual with strong client service skills.

Responsibilities

• Work closely with the Director on structured client handover over 3 years.
• Deliver holistic financial advice to high net-worth clients.

Skills

Client Service Skills

Self-Motivation

Proactivity

Education

Level 4 Diploma

Chartered Qualification

Job description

I'm currently representing a boutique independent financial advice firm called RT Financial Planning that's looking to welcome an experienced IFA into their growing team in Cirencester.

This is a unique opportunity where you'll be working closely with the Director on a structured client handover over the next 3 years - a fantastic opportunity to build strong relationships and step into an established client base.
With a client bank supplied, this individual needs to have experience managing high net-worth clients, and have a successful history of being able to deliver a high quality service, providing holistic financial advice.

Requirements:

• Minimum Diploma-qualified / Chartered desired
• Experience of giving regulated advice and ideally CAS / SPS
• Be able to demonstrate strong client service skills
• Need to be passionate, proactive, and be able to self-motivate

Perks:

• Up to 25 days annual leave + office closed over Christmas
• Discretionary bonus
• Free onsite parking
• Study support to become Chartered (if desired)

The successful candidate will need to be local to Cirencester and be Level 4 Diploma qualified.
If this role sounds like it could be for you, and you would like some more information please send your CV to [e-mail].