Financial Advisor in Cirencester

Job description

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

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

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

Extra information

Status

Open

Education Level

Secondary School

Location

Cirencester

Type of Contract

Part-time jobs

Published at

04-09-2025

Profession type

Accountancy

Full UK/EU driving license preferred

No

Car Preferred

No

Must be eligible to work in the EU

No

Cover Letter Required

No

Languages

English