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Financial consultant

Cirencester
Permanent
Financial consultant
£40,000 - £100,000 a year
Posted: 15 May
Offer description

Financial Consultant, Cirencester, Gloucestershire - Competitive Salary CommissionNot every financial services role fits neatly into a box, and neither does this one. The Financial ConsultantFinancial Consultant, Cirencester, Gloucestershire - Competitive Salary CommissionNot every financial services role fits neatly into a box, and neither does this one. The Financial Consultant position in Cirencester blends advisory work with business consultancy, working with companies and individuals who need strategic financial guidance rather than off-the-shelf product recommendations.Company OverviewThis Cirencester-based financial services company operates at the intersection of corporate advisory and personal wealth planning. The firm works with business owners, entrepreneurs and professional practices across Gloucestershire and the broader United Kingdom, helping them make strategic financial decisions that affect both their businesses and personal wealth. The team is small enough that your contribution matters, but established enough to provide genuine infrastructure and support.Job OverviewThe Financial Consultant will provide bespoke financial consultancy to a diverse client base, combining elements of financial planning, business advisory and investment strategy. Unlike a pure adviser role, the Financial Consultant is expected to take a broader view — considering corporate structure, tax planning, succession and growth funding alongside personal financial objectives. It is a role for someone who enjoys solving complex problems and building deep client partnerships.Here's what you'll be doing:Working with business owners and high-net-worth individuals on strategic financial planningAdvising on corporate finance matters including business valuation, exit planning and successionIntegrating personal financial planning with business objectives for owner-managed companiesConducting financial health assessments and developing actionable recommendationsBuilding relationships with professional introducers including accountants, solicitors and corporate finance advisersPresenting financial strategies and recommendations to clients in a consultative, non-pressurised mannerHere are the skills you'll need:Experience as a Financial Consultant, Financial Planner or Corporate Financial AdviserAbility to work across both personal and corporate financial planningStrong analytical skills and comfort with complex financial modellingConsultative selling approach rather than product-driven salesLevel 4 qualified minimum, with Chartered status or equivalent highly desirableFull UK driving licence office-based in Cirencester with client meetings across the United KingdomWork PermissionsYou must have the right to work in the United Kingdom. Visa sponsorship is not available at this time.Key perks and benefits:Salary range of £40,000 - £100,000 depending on experienceCompetitive base salary plus commission on new and recurring businessVaried, intellectually stimulating caseload rather than repetitive transactional workAccess to established professional networks and referral sourcesFull back-office and compliance supportPension scheme and benefitsCirencester office with a collaborative team of experienced financial services professionalsFinancial consultancy sits at the premium end of the United Kingdom's financial services market, attracting professionals who prefer strategic thinking over transactional advice. A Financial Consultant in Cirencester benefits from Gloucestershire's concentration of successful SMEs, agricultural businesses and professional practices, all of which need the kind of integrated financial guidance this role provides.

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Financial consultant
Cirencester
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