IFA

Job Title: Financial Advisor (Pathway to Senior Management)

Location: Office-Based Initially – Gloucester

Salary: £50,000 – £75,000 (dependent on experience)

Minimum Qualification: Level 4 Diploma essential; Chartered status highly desirable

About The Firm

We are a small, genuinely independent firm of financial planners and wealth managers, committed to delivering personalised advice and building lasting relationships with our clients. Our focus is on understanding our clients’ goals and creating tailored financial strategies to help them achieve their aspirations.

Due to continued growth and success, we are now seeking an enthusiastic and experienced Financial Advisor to join our team. This role offers a clear pathway to a senior management position for the right candidate.

The Role

• Manage an existing portfolio of clients, providing ongoing advice and conducting annual reviews.
• Develop new business opportunities through professional connections and client referrals.
• Collaborate with a skilled support team to deliver technically accurate and compliant financial plans.
• Potentially step into a leadership role, guiding the direction of the business with the support of a capable team.
  
  

What We’re Looking For

• Level 4 Diploma as a minimum qualification (Chartered status is highly desirable).
• At least 3 years of experience as a Financial Advisor within an independent or restricted practice.
• A proactive and enthusiastic approach, with strong interpersonal and client-facing skills.
• Ambition to grow into a senior management role, contributing to the evolution of the firm.
  
  

What’s On Offer

• A competitive salary reflective of your experience.
• A clear progression route to a senior management position.
• The opportunity to work with a well-established client bank in a supportive, independent environment.
  
  

If you are an experienced Financial Advisor with a Level 4 Diploma and are eager to take the next step in your career, we would love to hear from you. Please submit your CV.