Financial Advisor

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

Job summary

A boutique independent financial advice firm is seeking an experienced IFA to join their team in Cirencester. You will collaborate closely with the Director during a structured client handover, focusing on building relationships with high net-worth clients. The ideal candidate will be Level 4 Diploma qualified and possess a successful track record in delivering holistic financial advice, with a proactive and self-motivated approach.

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 and ideally CAS / SPS.
• Need to be passionate, proactive, and be able to self-motivate.

Responsibilities

• Work closely with the Director on structured client handover.
• Build strong relationships and manage an established client base.

Skills

High net-worth client management

Holistic financial advice

Self-motivation

Proactive attitude

Education

Level 4 Diploma

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]