- Posted 14 April 2025
- Salary £50000 - £65000 per annum + Bonus
- LocationCirencester
- Job type Flexible / Work From Home
- DisciplineFinancial Services
- Expiry 23 July 2025
- Reference43509_1744624375
Financial Adviser
Job description
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
- Be able to demonstrate strong client service skills
- Need to be passionate, proactive, and be able to self-motivate
Perks:
- 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 Samantha.durbridge@idexconsulting.com
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At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.
