Financial Planner jobs in United Kingdom
Connect with headhunters to apply for similar jobsFinancial Advisor
Job summary
An independent financial advice firm is seeking an experienced Independent Financial Advisor (IFA) to join their growing team in Cirencester. The role involves close collaboration with the Director during a structured client handover, emphasizing relationship building and delivering exceptional financial advice to high net-worth clients. Candidates must hold a Level 4 Diploma and be local to the area, offering up to 25 days annual leave and study support towards Chartered status.
Benefits
Qualifications
- Experience managing high net-worth clients.
- History of delivering high quality service.
- Level 4 Diploma qualification is necessary.
Responsibilities
- Work closely with the Director on client handover.
- Provide holistic financial advice.
- Build relationships with an established client base.
Education
Social network you want to login/join with:
col-narrow-left
IDEX Consulting Ltd
Sheffield, South Yorkshire, United Kingdom
Other
-
Yes
col-narrow-right
2
22.08.2025
06.10.2025
col-wide
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.
job faster
Follow us
