Finance jobs in United States
Financial Advisor
Job summary
A boutique independent financial advice firm is seeking an experienced Independent Financial Advisor to work closely with the Director in Cirencester. The role involves managing a provided client bank, focusing on high net-worth clients, and delivering holistic financial advice. Candidates must be diploma qualified, with a passion for client service and the ability to self-motivate. Opportunities include study support for Chartered status and discretionary bonuses.
Benefits
Qualifications
- Experience managing high net-worth clients.
- History of delivering high-quality service.
- Minimum Diploma-qualified, Chartered preferred.
Responsibilities
- Work closely with the Director on client handover.
- Build strong relationships with clients.
- Provide regulated financial advice.
Skills
Education
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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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