Wealth Management Professional

1 month ago


Cirencester, Gloucestershire, United Kingdom CleverHR Full time
Career Opportunity for Financial Services Advisor

CleverHR is delighted to support this well-established firm of Financial Planners who seek an experienced Financial Adviser to join their team. As a key member of the team, you will be responsible for providing high-quality financial advice to clients and contributing to the growth and success of the business.

The ideal candidate will have a strong understanding of financial products, regulations, and market dynamics, with experience in conducting thorough research and analysis to make suitable recommendations based on client needs and market conditions.

Key Responsibilities:

  1. Writing suitability reports on a variety of case types (some assistance and templates available)
  2. Strictly complying with the Compliance and Training Competence Procedures of the firm
  3. Attaining and sustaining competent status
  4. Maintaining performance standards in accordance with those outlined in the Key Performance Indicators

Salary and Benefits:

This role offers a competitive salary of £50,000 (Basic) + Bonus, Benefits, Free Parking. The successful candidate can expect a flexible/hybrid working arrangement with limited evening and weekend commitments.

Additional Benefits:

  • 20 days annual holiday plus Bank Holidays, plus an extra 3 days holiday for Christmas when the office is normally closed
  • Study support – Cover of CII annual Membership, Exam and study materials and where possible some allowance for training time and support at work (repayable if the employee leaves within 2 years of the paid support)
  • Free onsite parking


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