Finance Head jobs in United Kingdom
Financial Planning and Analysis Manager
JR United Kingdom
Connect with headhunters to apply for similar jobsDirector of Finance, Engineering | London, UK
London Stock Exchange Group
Financial Advisor
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
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
Education
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IDEX Consulting Ltd
leeds, west yorkshire, United Kingdom
Other
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Yes
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2
22.08.2025
06.10.2025
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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]
* The salary benchmark is based on the target salaries of market leaders in their relevant sectors. It is intended to serve as a guide to help Premium Members assess open positions and to help in salary negotiations. The salary benchmark is not provided directly by the company, which could be significantly higher or lower.
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