Financial Advisor

JR United Kingdom; Cirencester; On-site; GBP 40,000 - 80,000; Full time

Job summary

An established independent financial advice firm is seeking an experienced IFA to join their growing team in Cirencester. This unique opportunity involves working closely with the Director on a structured client handover, allowing you to build strong relationships while stepping into an established client base. The ideal candidate will have experience managing high net-worth clients and a proven track record of delivering exceptional service. With a supportive environment, including study support to achieve Chartered status, this role promises a rewarding career path for passionate financial professionals eager to make a difference.

Benefits

Up to 25 days annual leave

Office closed over Christmas

Discretionary bonus

Free onsite parking

Study support for Chartered qualification

Qualifications

• Experience managing high net-worth clients with a successful service delivery history.
• Minimum Diploma-qualified with a passion for financial advice.

Responsibilities

• Work closely with the Director on a structured client handover over 3 years.
• Provide high-quality regulated financial advice to clients.

Skills

Holistic financial advice

Client relationship management

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.
• 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].