Overview
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.
Responsibilities
Responsibilities are focused on delivering holistic financial advice to high net-worth clients and managing client relationships within an established client base, under guidance from the Director during the handover period.
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.
How to apply
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
Job details
* Seniority level: Mid-Senior level
* Employment type: Full-time
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