Wealth Adviser

Wealth Adviser

Wealth Adviser, Cirencester, Gloucestershire - Competitive Salary + Commission
Wealth 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 relationships
• Providing comprehensive wealth planning across investments, pensions, trusts and estate planning
• Coordinating with professional advisers including solicitors, tax specialists and accountants
• Conducting complex cashflow modelling and scenario analysis for clients approaching or in retirement
• Developing new business through professional networks, client referrals and strategic partnerships
• Maintaining detailed knowledge of relevant tax legislation, investment markets and regulatory changes

Here are the skills you'll need:

• Significant experience as a Wealth Adviser, Wealth Manager or Senior Financial Planner
• Chartered Financial Planner or equivalent advanced qualifications
• Proven experience working with HNW and UHNW clients on complex planning matters
• Strong interpersonal skills with the ability to build trusted long-term relationships
• Technical expertise across investments, pensions, tax planning and trust structures
• Full 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 experience
• Competitive base salary plus performance-related bonus and commission
• Established HNW client bank to manage and grow
• Dedicated paraplanning, compliance and investment research support
• Full support for Chartered status maintenance and advanced qualifications
• Pension, group life cover and private medical insurance
• Cirencester office within Gloucestershire's most affluent catchment area

Wealth 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.