Financial Advisor

2 months ago


Cirencester, Gloucestershire, United Kingdom Reed Full time

Reed Financial Services are proud to representing a local IFA firm in Cirencester, they have a unique opportunity for IFA to join their business and inherit a client bank.

As an IFA, you will have access to a full client bank, allowing you to hit the ground running and focus on providing exceptional financial advice to clients.

You will be responsible for building and maintaining strong relationships with clients, understanding their financial goals, and developing tailored strategies to help them achieve those goals.

Key Responsibilities- Provide comprehensive financial planning advice to clients based on their individual needs and goals.- Build and maintain strong relationships with clients, ensuring their financial objectives are met.- Stay up-to-date with industry regulations, market trends, and investment products.- Collaborate with other team members to deliver exceptional service to clients.

Requirements- Level 4 Diploma and 2 years minimum experience as an IFA with full CAS- Proven track record of success in providing financial advice and meeting sales targets.- Strong knowledge of pensions and investment products, retirement planning, tax strategies, and estate planning.- Excellent communication skills with the ability to explain complex financial concepts in simple terms.- Ability to work independently and as part of a team.


LocationThis position will be based at the central Cirencester office with a minimum of 2 days in the office.

Benefits- Full client bank available: You will have access to a full client bank, allowing you to focus on providing exceptional financial advice

  • Lucrative bonus structure:
My client offer a competitive bonus structure that rewards your hard work and success

  • Hybrid working on offer:
My client understands the importance of work-life balance and offer flexible working arrangements.

  • Cirencester, Gloucestershire, United Kingdom St. James's Place Full time

    Position: Prudential Risk Advisor at St. James's PlaceSt. James's Place (SJP) stands as a prominent financial services organization committed to assisting clients in planning, enhancing, and safeguarding their financial futures. Our approach involves offering tailored financial guidance through qualified advisors to empower clients in reaching their...


  • Cirencester, Gloucestershire, United Kingdom St. James's Place Full time

    Position: Prudential Risk Advisor at St. James's PlaceSt. James's Place (SJP) stands as a prominent financial services organization committed to the strategic planning, growth, and safeguarding of our clients' financial well-being. We deliver tailored financial guidance through certified advisors, empowering clients to realize their aspirations. Our firm...


  • Cirencester, Gloucestershire, United Kingdom St. James's Place Full time

    Position: Prudential Risk AdvisorSt. James's Place (SJP) stands as a prominent entity in the financial services sector, committed to guiding, enhancing, and safeguarding the financial aspirations of our clients. We deliver tailored financial counsel through our skilled advisors, assisting clients in realizing their objectives. Our organization champions...


  • Cirencester, Gloucestershire, United Kingdom St. James's Place Full time

    Position: Prudential Risk AdvisorSt. James's Place (SJP) stands as a prominent entity in the financial services sector, committed to assisting clients in planning, enhancing, and safeguarding their financial futures. Our approach revolves around tailored financial guidance provided by qualified professionals, aimed at helping clients realize their...


  • Cirencester, Gloucestershire, United Kingdom St. James's Place Full time

    Position: Prudential Risk Advisor at St. James's PlaceSt. James's Place (SJP) stands as a prominent financial services organization committed to strategizing, enhancing, and safeguarding our clients' financial aspirations. We deliver tailored financial guidance through qualified professionals to assist clients in realizing their objectives. Our firm...


  • Cirencester, Gloucestershire, United Kingdom Barnett Waddingham Full time

    Job Role: International Financial Reporting Specialist Reporting to: Global Head of Finance & FP&A Overview: The International Financial Reporting Specialist plays a vital role within the Global Finance team, focusing on internal financial reporting and managing relationships with external financial entities such as auditors and tax consultants. ...


  • Cirencester, Gloucestershire, United Kingdom Barnett Waddingham Full time

    Job Role: International Financial Reporting Specialist Reporting to: Global Head of Finance & FP&A Overview: The International Financial Reporting Specialist plays a crucial role within the Global Finance team, tasked with overseeing internal financial accounting and managing relationships with external financial entities such as auditors and tax...


  • Cirencester, Gloucestershire, United Kingdom Royal Agricultural University Full time

    Hours: Permanent, part-time (28 hours per week)Location: Cirencester, GL7 6JSFlexible working options considered The Royal Agricultural University "RAU" has been at the forefront of agricultural education for over 175 years and is globally renowned for its links with industry and courses that are designed to meet the demands of the changing land-based...


  • Cirencester, Gloucestershire, United Kingdom St. James's Place Full time

    St. James's Place (SJP) is a leading financial services company dedicated to helping clients plan, grow, and protect their financial futures. We provide personalized financial advice through a network of expert advisors, prioritizing financial well-being and responsible business practices. We value diversity and believe that different perspectives drive...


  • Cirencester, Gloucestershire, United Kingdom St. James's Place Full time

    Job Title: Internal Control SpecialistCompany: St. James's PlaceSt. James's Place is a leading financial services company that works in partnership to plan, grow and protect clients' financial futures. They deliver personalized financial advice via a network of expert advisors, focusing on financial wellbeing and responsible business practices.Location:...


  • Cirencester, Gloucestershire, United Kingdom St. James's Place Full time

    Company Overview: St. James's Place (SJP) is a prominent organization in the financial services sector, focusing on providing exceptional advice and guidance in Pensions.Position Summary: We are seeking a Technical Consultant within the Pensions Technical & Advice Guidance domain. This role is categorized as Mid-Senior Level and offers a Hybrid working...


  • Cirencester, Gloucestershire, United Kingdom St. James's Place Full time

    Welcome to St. James's Place, a firm committed to assisting clients in strategizing, enhancing, and safeguarding their financial futures. Our dedicated team of professional advisors offers tailored, in-person financial guidance, ensuring our clients' confidence in managing their finances to fulfill their aspirations. We emphasize financial wellness and...


  • Cirencester, Gloucestershire, United Kingdom St. James's Place Full time

    Welcome to St. James's Place, a firm committed to assisting clients in planning, developing, and safeguarding their financial futures. Our dedicated team of professional advisors offers tailored, face-to-face financial guidance, ensuring our clients' confidence in managing their finances to meet their objectives. We emphasize financial wellbeing and ethical...


  • Cirencester, Gloucestershire, United Kingdom St. James's Place Full time

    Welcome to St. James's Place, a firm committed to assisting clients in planning, developing, and safeguarding their financial futures. Our dedicated team of knowledgeable advisors offers tailored, face-to-face financial guidance, ensuring our clients' confidence in managing their finances to meet their objectives. We emphasize financial wellness and ethical...


  • Cirencester, Gloucestershire, United Kingdom St. James's Place Full time

    Welcome to St. James's Place, a firm committed to assisting clients in planning, developing, and safeguarding their financial futures. Our dedicated team of advisors offers tailored, face-to-face financial guidance, ensuring our clients' confidence in managing their finances to reach their aspirations. We emphasize financial wellness and ethical business...


  • Cirencester, Gloucestershire, United Kingdom Sanderson Recruitment Plc Full time

    Position OverviewRole: Risk Assessment SpecialistWork Arrangement: HybridCompensation: Up to £52,000We are seeking a skilled Risk Assessment Specialist with a focus on Income Protection. In this role, you will oversee a portfolio of applications and modifications, making informed decisions regarding terms based on various risk elements in a professional and...


  • Cirencester, Gloucestershire, United Kingdom Sanderson Recruitment Plc Full time

    Position OverviewRole: Risk Assessment SpecialistWork Arrangement: HybridCompensation: Up to £52,000We are seeking a skilled Risk Assessment Specialist with a background in Income Protection. In this role, you will oversee a portfolio of applications and modifications, making informed decisions regarding terms based on various risk elements in a...


  • Cirencester, Gloucestershire, United Kingdom St. James's Place Full time

    Position Title: Internal Control ManagerOrganization: St. James's PlaceSt. James's Place (SJP) collaborates to strategize, enhance, and safeguard clients' financial futures. They provide tailored financial guidance through a network of knowledgeable advisors, emphasizing financial wellness and responsible business practices.Location: Cirencester...


  • Cirencester, Gloucestershire, United Kingdom St. James's Place Full time

    Welcome to St. James's Place, a firm committed to assisting clients in strategizing, enhancing, and safeguarding their financial futures. Our team of skilled advisors delivers tailored, face-to-face financial guidance, ensuring our clients' confidence in managing their finances to reach their objectives. We emphasize financial wellness and ethical business...


  • Cirencester, Gloucestershire, United Kingdom St. James's Place Full time

    About St. James's Place: St. James's Place (SJP) is seeking a skilled Technical Consultant to join our Pensions Technical & Advice Guidance team. This role is positioned at the Mid-Senior Level and offers a Hybrid working model, combining both in-office and remote work. As a key member of the Technical Connection Division, you will play a vital role in...