Wealth Advisor for High Net Worth Clients – Cirencester

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

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.