Wealth Advisor for High Net Worth Clients – Cirencester

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

Job summary

A boutique independent financial advice firm is seeking an experienced Independent Financial Adviser to work closely with the Director and manage an established client base. The ideal candidate will have experience with high net-worth clients and be Level 4 Diploma qualified. This role offers a structured client handover, competitive annual leave, a discretionary bonus, and study support for Chartered qualifications.

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 ideally with CAS / SPS.
• Need to be local to Cirencester.

Responsibilities

• Work closely with the Director on client handover.
• Manage a supplied client bank.
• Deliver high quality financial services.

Skills

Experience managing high net-worth clients

Providing holistic financial advice

Self-motivation

Passion for client service

Education

Level 4 Diploma qualification

Job description

A boutique independent financial advice firm is seeking an experienced Independent Financial Adviser to work closely with the Director and manage an established client base. The ideal candidate will have experience with high net-worth clients and be Level 4 Diploma qualified. This role offers a structured client handover, competitive annual leave, a discretionary bonus, and study support for Chartered qualifications.