Financial Advisor - Cirencester

IDEX Consulting Ltd.; Cirencester; Hybrid; GBP 60,000 - 110,000; Full time

Benefits offered by this job

Car allowance

Flexible benefits pot

Hybrid working model

Job summary

IDEX Consulting Ltd. in Cirencester invites an experienced Financial Planner to take ownership of an established client portfolio and deliver comprehensive financial planning advice within a growing national firm.

You’ll benefit from a clear earning path with bonuses for new business and asset transfers, a £4,200 car allowance, and a flexible benefits pot, with hybrid working and ongoing professional development.

Qualifications

• Experienced Financial Planner with a strong track record.
• Ideally managing or capable of introducing a client bank (~£10m AUM+).
• Strong relationship management and client-facing skills.
• Chartered status preferred (or working towards).
• Professional, credible, and confident in managing succession transitions.

Responsibilities

• Take ownership of and manage an established client portfolio, supporting a smooth succession and transition
• Deliver comprehensive, high-quality financial planning advice
• Build and maintain trusted, long-term client relationships
• Identify opportunities to develop existing relationships and generate new business

Skills

Client relationship management

Financial planning

Business development

Chartered status preferred

Job description

A highly regarded national independent wealth management firm is looking to appoint an experienced Financial Planner to join its established team in Cirencester.

The Opportunity

You'll inherit an existing client portfolio, providing an excellent foundation to build upon, alongside an attractive bonus structure that rewards both new business and growth. With continued expansion through a combination of acquisitions and organic growth, the firm offers a well-established platform, long-term stability and genuine opportunities for career progression.

The Role

• Take ownership of and manage an established client portfolio, supporting a smooth succession and transition
• Deliver comprehensive, high-quality financial planning advice
• Build and maintain trusted, long-term client relationships
• Identify opportunities to develop existing relationships and generate new business

Package & Benefits

• Year 1: no validation target, with 30% bonus on new business
• Year 2+: bonus structure based on exceeding validation (3x salary)
• Additional bonus for transferring client assets
• £4,200 car allowance
• 5% flexible benefits pot
• Flexi/hybrid working model

About You

• Experienced Financial Planner with a strong track record
• Ideally managing or capable of introducing a client bank (~£10m AUM+)
• Strong relationship management and client-facing skills
• Chartered status preferred (or working towards)
• Professional, credible, and confident in managing succession transitions

This is a fantastic opportunity for an established Financial Planner looking to take on an existing client bank, benefit from an attractive earning structure and join a growing national business with the infrastructure and support to help you succeed.

Our Diversity, Equity and Inclusion Mission

At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.