Financial Advisor

JR United Kingdom; Birmingham; On-site; GBP 60,000 - 80,000; Full time

Job summary

A boutique independent financial advice firm is seeking an experienced Independent Financial Adviser to work closely with the Director and manage an established client base. The ideal candidate will have experience with high net-worth clients and be Level 4 Diploma qualified. This role offers a structured client handover, competitive annual leave, a discretionary bonus, and study support for Chartered qualifications.

Benefits

Up to 25 days annual leave

Discretionary bonus

Free onsite parking

Study support to become Chartered

Qualifications

• Minimum Diploma-qualified / Chartered desired.
• Experience of giving regulated advice ideally with CAS / SPS.
• Need to be local to Cirencester.

Responsibilities

• Work closely with the Director on client handover.
• Manage a supplied client bank.
• Deliver high quality financial services.

Skills

Experience managing high net-worth clients

Providing holistic financial advice

Self-motivation

Passion for client service

Education

Level 4 Diploma qualification

Job description

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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
• Need to be passionate, proactive, and be able to self-motivate.
• 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 [emailprotected]