Give us a call on 0117 379 0818

Employed Financial Adviser, Cirencester (NT-2051)

£50000 - £60000 + Bonus, Benefits, Free Parking
Employed Financial Adviser - LEADS PROVIDED - Cirencester
£50,000 (Basic) + Bonus,  Benefits, Free Parking
Working Hours: Mon-Fri between 8am-5.30pm.  Very limited evening and weekend.
We are delighted to support this well-respected firm of Financial Planners who seek an employed Financial Adviser to join the team.  Based in the Cotswold town of Cirencester with clients across across Gloucestershire and the Cotswolds.  A truly independent practice who pride themselves being client-centric and offering high level of technical, tailored advice to individuals, and building long term relationships.  
Full client support admin provided, with some additional paraplanning support and assistance.
Key Responsibilities
  • Managing and servicing existing client bank
  • Proactively identify and reach out to potential clients. 
  • Writing suitability reports on a variety of case types (some assistance and templates available)
  • Strictly comply with the Compliance and Training and Competence Procedures of the firm
  • Attain and sustain competent status
  • Maintain performance standards in accordance with those outlined in the Key Performance Indicators. 
  • A minimum of 2 years experience advising experience  
  • Demonstrated substantial experience providing financial advice and  relevant KPIs.
  • Strong understanding of financial products, regulations, and market dynamics.
  • Proven ability to identify and engage with potential clients, coupled with a track record of gathering comprehensive client information and understanding their unique needs.
  • The capability to explain complex information simply and clearly.
  • The ability to establish strong relationships with clients.
  • A background in conducting thorough research and analysis to make suitable recommendations based on client needs and market conditions.
  • Strong attention to detail and accuracy in completing supporting documentation.
  • Detailed knowledge of FCA and the firm’s record keeping requirements.
  • Strong attention to detail. 
  • Client focused with excellent time management and organisation skills.
  • Ability to act professionally, with an enthusiastic and positive attitude. 
  • Show determination, the ability to self-motivate and influencing skills.
  • Commercial awareness.
  • Technological Proficiency
  • Level 4 Diploma in Financial Planning (Essential)
  • Level 6 Diploma in Financial Planning (Desirable)
Additional Information and Benefits
  • 37.5 hours per week, with flexibility to suit between the hours of 8 and 5.30pm. 1-hour unpaid lunch, which can be reduced to 30 mins  to allow an earlier finish
  • 20 days annual holiday plus Bank Holidays, plus an extra 3 days holiday for Christmas when office is normally closed. Holiday bonuses apply after 2 years’ service (1 extra day for every year up to max of 4 days)
  • Free onsite parking
  • 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)
  • Inclusion into Company Pension scheme – 3% employer payment, contributory pension scheme after a 3-month period. 
  • Full training and support
Employment type: 
Employed (Full Time)
Financial Planning
Reference Number: