Financial Advisor

JR United Kingdom; Chelmsford; On-site; GBP 40,000 - 65,000; Full time

Job summary

A boutique financial advice firm is seeking an experienced Independent Financial Advisor (IFA) to join their team in Cirencester. The role involves working closely with the Director on a structured client handover, offering the opportunity to manage high net-worth clients and provide holistic financial advice. Successful candidates must be Level 4 Diploma qualified and passionate about client service.

Benefits

Up to 25 days annual leave

Discretionary bonus

Free onsite parking

Study support for Chartered qualification

Qualifications

• Minimum Diploma-qualified; Chartered status is desired.
• Experience in delivering regulated advice.
• Passionate and proactive individual.

Responsibilities

• Work closely with the Director on client handover.
• Manage a supplied client bank of high net-worth individuals.
• Provide comprehensive financial advice.

Skills

Managing high net-worth clients

Holistic financial advice

Proactive self-motivation

Regulated advice

Education

Level 4 Diploma qualified

Chartered status (desired)

Job description

Social network you want to login/join with:

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]