Financial Advisor

JR United Kingdom; Leeds; On-site; GBP 40,000 - 70,000; Full time

Job summary

A boutique financial advice firm is seeking an experienced Financial Advisor to join their team in Cirencester. The successful candidate will manage high net-worth clients and provide holistic financial advice. With a structured client handover planned over three years, this opportunity is ideal for individuals who are Diploma-qualified and passionate about delivering high-quality service. Competitive benefits include up to 25 days annual leave and discretionary bonuses.

Benefits

Up to 25 days annual leave + office closed over Christmas

Discretionary bonus

Free onsite parking

Study support to become Chartered

Qualifications

• Minimum Diploma-qualified with experience in regulated advice.
• Passionate, proactive, and self-motivated individual.
• Level 4 Diploma qualified, local to Cirencester.

Responsibilities

• Work closely with the Director on structured client handover.
• Provide holistic financial advice to established client base.
• Manage high-net-worth clients effectively.

Skills

Experience managing high net-worth clients

Delivering high-quality service

Proactive self-motivation

Education

Minimum Diploma-qualified

Chartered desired

Job description

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Client:

IDEX Consulting Ltd

Location:

leeds, west yorkshire, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Views:

2

Posted:

22.08.2025

Expiry Date:

06.10.2025

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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]