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Financial advisor

Cirencester
Idex Consulting
Financial advisor
Posted: 13 September
Offer description

Financial Adviser- £65,000 DOE + Bonus – Cirencester/ Hybrid



If you would like to know a bit more about this opportunity, or are considering applying, then please read the following job information.

Im 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


Financial Adviser- £65,000 DOE + Bonus – Cirencester/ Hybrid

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