Wealth Adviser, Cirencester, Gloucestershire - Competitive Salary + CommissionWealth advice is not just about numbers on a spreadsheet. It is about understanding what matters most to a client and building a plan that protects and grows what they have worked to accumulate. This Wealth Adviser role in Cirencester is for someone who approaches financial planning with empathy, technical depth and commercial intelligence.Company OverviewBased in Cirencester, Gloucestershire, this financial services firm specialises in wealth management for high-net-worth individuals, business owners and family groups. The company has a reputation for thoughtful, long-term advice rather than transactional product sales. The advisory team in Cirencester is experienced and well-resourced, with robust compliance and paraplanning support that allows advisers to focus on what they do best — delivering exceptional client outcomes.Job OverviewThe Wealth Adviser will manage relationships with high-net-worth clients, providing strategic advice on investment management, retirement planning, intergenerational wealth transfer and tax efficiency. This is a senior advisory role where the Wealth Adviser is expected to manage complex client situations, coordinate with solicitors, accountants and tax specialists, and deliver bespoke planning solutions. The role carries genuine responsibility and commensurate reward.Here's what you'll be doing:Managing a portfolio of high-net-worth and ultra-high-net-worth client relationshipsProviding comprehensive wealth planning across investments, pensions, trusts and estate planningCoordinating with professional advisers including solicitors, tax specialists and accountantsConducting complex cashflow modelling and scenario analysis for clients approaching or in retirementDeveloping new business through professional networks, client referrals and strategic partnershipsMaintaining detailed knowledge of relevant tax legislation, investment markets and regulatory changesHere are the skills you'll need:Significant experience as a Wealth Adviser, Wealth Manager or Senior Financial PlannerChartered Financial Planner or equivalent advanced qualificationsProven experience working with HNW and UHNW clients on complex planning mattersStrong interpersonal skills with the ability to build trusted long-term relationshipsTechnical expertise across investments, pensions, tax planning and trust structuresFull UK driving licence (office-based in Cirencester with client visits across the region)Work 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 performance-related bonus and commissionEstablished HNW client bank to manage and growDedicated paraplanning, compliance and investment research supportFull support for Chartered status maintenance and advanced qualificationsPension, group life cover and private medical insuranceCirencester office within Gloucestershire's most affluent catchment areaWealth advisory is one of the most rewarding disciplines within the United Kingdom's financial services sector. For a Wealth Adviser based in Cirencester, the combination of Gloucestershire's affluent demographics, strong professional networks and this firm's commitment to genuine client-first planning creates an environment where advisers can build distinguished, long-term careers.....Read more...
Business Support Administrator, Cirencester, Gloucestershire - £26,000 to £30,000Financial services firms live or die by the quality of their client documentation, compliance records and operational processes. This Business Support Administrator role in Cirencester puts you right at the heart of that — supporting advisers and brokers with the admin that makes their work possible.Company OverviewBased in Cirencester, Gloucestershire, this financial services organisation provides investment, wealth management and commercial finance services. The company has a strong local reputation and a growing national client base. As the team expands, the need for dedicated Business Support Administrator resource has become critical. The office culture is professional, collaborative and focused on delivering outstanding client outcomes.Job OverviewThe Business Support Administrator will provide direct administrative support to the advisory and broking teams. This is a step up from general office administration — the role involves handling client-sensitive documentation, processing applications, coordinating with third-party providers and ensuring that compliance records are accurate and up to date. A Business Support Administrator in this setting is a key enabler of client service delivery.Here's what you'll be doing:Processing client applications, onboarding paperwork and account documentationMaintaining accurate client records within the CRM and compliance systemsCoordinating with product providers, platforms and third-party administrators on behalf of advisersPreparing reports, presentations and client correspondence for meetings and reviewsSupporting compliance requirements by ensuring all documentation meets regulatory standardsManaging follow-up tasks and chasing outstanding actions from client meetingsHere are the skills you'll need:Experience as a Business Support Administrator, Paraplanner Assistant or Financial Services AdministratorComfortable working with client-sensitive data and understanding the importance of confidentialityStrong attention to detail, particularly when handling financial documentationProficiency in Microsoft Office and CRM systemsGood communication skills and the ability to liaise professionally with external providersFull UK driving licence (office-based in Cirencester)Work PermissionsYou must have the right to work in the United Kingdom. Visa sponsorship is not available at this time.Key perks and benefits:Salary of £26,000 to £30,000 depending on experienceDirect pathway into paraplanning, compliance or client services rolesSupport for professional qualifications in financial servicesPension scheme and holiday entitlementStable, long-term career within a regulated and growing industryCirencester office with a welcoming team and professional environmentBusiness support roles in financial services are among the most secure and transferable in the United Kingdom. A Business Support Administrator position in Cirencester provides a genuine launchpad into the financial services industry, with clear progression routes and the opportunity to develop specialist knowledge in Gloucestershire's thriving finance sector.....Read more...
Financial Adviser, Cirencester, Gloucestershire - £40,000 to £100,000People remember the Financial Adviser who helped them plan for their children's education, protect their family or retire with confidence. This Financial Adviser position in Cirencester is for someone who takes that responsibility seriously and wants to do it within a firm that provides the support to do it well.Company OverviewA reputable financial services firm in Cirencester, Gloucestershire, is recruiting a Financial Adviser to strengthen its client advisory team. The company provides holistic financial planning including pensions, investments, protection and tax planning for individuals and families across the South West of England and nationally. With a strong compliance culture and a genuine focus on client outcomes, this is a practice where doing the right thing and earning well are not mutually exclusive.Job OverviewThe Financial Adviser will manage a portfolio of clients, providing comprehensive financial planning advice across the full spectrum of personal finance. From retirement planning and pension transfers to inheritance tax mitigation and investment strategy, the Financial Adviser will deliver tailored solutions based on each client's circumstances. There is a healthy existing client bank to inherit alongside the expectation to win new clients through referrals and professional networks.Here's what you'll be doing:Conducting fact-finds and cashflow modelling to understand clients' financial positions and goalsProviding regulated advice on pensions, investments, protection, tax planning and estate planningPreparing suitability reports and presenting recommendations to clients in a clear, jargon-free mannerReviewing existing client portfolios annually and adjusting strategies as circumstances changeBuilding new client relationships through networking, professional introductions and client referralsMaintaining full compliance with FCA regulations and the firm's internal standardsHere are the skills you'll need:Level 4 qualified Financial Adviser (Diploma in Regulated Financial Planning or equivalent)Experience delivering holistic financial planning advice to individuals and familiesStrong technical knowledge across pensions, investments, protection and taxExcellent client relationship skills with the ability to explain complex topics simplyChartered Financial Planner status or progress toward it would be advantageousFull UK driving licence (office-based in Cirencester with client visits across Gloucestershire)Work PermissionsYou must have the right to work in the United Kingdom. Visa sponsorship is not available at this time.Key perks and benefits:Salary of £40,000 to £100,000 depending on experience and client bookExisting client bank available for the right candidateFull paraplanning and administrative supportContribution toward Chartered status and ongoing CPDPension scheme, group life cover and income protectionCirencester office with an established, collegial advisory teamFinancial advice is a profession where experience compounds. A Financial Adviser in Cirencester benefits from Gloucestershire's affluent demographics and strong professional referral networks. For qualified advisers in the United Kingdom looking for a practice that values quality advice over sales volume, this role offers the rare combination of client book, support and earnings potential.....Read more...
