At a Glance
- Tasks: Provide bespoke financial consultancy to diverse clients, blending personal and corporate financial planning.
- Company: Dynamic financial services firm in Cirencester with a collaborative team culture.
- Benefits: Competitive salary, commission opportunities, pension scheme, and professional networks.
- Other info: Enjoy a varied caseload and excellent career growth in a supportive environment.
- Why this job: Make a real impact by solving complex financial problems for businesses and individuals.
- Qualifications: Experience in financial consultancy, strong analytical skills, and consultative selling approach.
The predicted salary is between 40000 - 100000 € per year.
Not every financial services role fits neatly into a box, and neither does this one. The Financial Consultant position in Cirencester blends advisory work with business consultancy, working with companies and individuals who need strategic financial guidance rather than off-the-shelf product recommendations.
Company Overview
This Cirencester-based financial services company operates at the intersection of corporate advisory and personal wealth planning. The firm works with business owners, entrepreneurs and professional practices across Gloucestershire and the broader United Kingdom, helping them make strategic financial decisions that affect both their businesses and personal wealth. The team is small enough that your contribution matters, but established enough to provide genuine infrastructure and support.
Job Overview
The Financial Consultant will provide bespoke financial consultancy to a diverse client base, combining elements of financial planning, business advisory and investment strategy. Unlike a pure adviser role, the Financial Consultant is expected to take a broader view — considering corporate structure, tax planning, succession and growth funding alongside personal financial objectives. It is a role for someone who enjoys solving complex problems and building deep client partnerships.
Here’s what you’ll be doing:
- Working with business owners and high‑net‑worth individuals on strategic financial planning
- Advising on corporate finance matters including business valuation, exit planning and succession
- Integrating personal financial planning with business objectives for owner‑managed companies
- Conducting financial health assessments and developing actionable recommendations
- Building relationships with professional introducers including accountants, solicitors and corporate finance advisers
- Presenting financial strategies and recommendations to clients in a consultative, non‑pressurised manner
Here are the skills you’ll need:
- Experience as a Financial Consultant, Financial Planner or Corporate Financial Adviser
- Ability to work across both personal and corporate financial planning
- Strong analytical skills and comfort with complex financial modelling
- Consultative selling approach rather than product‑driven sales
- Level 4 qualified minimum, with Chartered status or equivalent highly desirable
- Full UK driving licence (office‑based in Cirencester with client meetings across the United Kingdom)
Work Permissions
You 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 commission on new and recurring business
- Varied, intellectually stimulating caseload rather than repetitive transactional work
- Access to established professional networks and referral sources
- Full back‑office and compliance support
- Pension scheme and benefits
- Cirencester office with a collaborative team of experienced financial services professionals
Financial consultancy sits at the premium end of the United Kingdom's financial services market, attracting professionals who prefer strategic thinking over transactional advice. A Financial Consultant in Cirencester benefits from Gloucestershire's concentration of successful SMEs, agricultural businesses and professional practices, all of which need the kind of integrated financial guidance this role provides.
Financial Consultant in Cirencester employer: The Opportunity Hub UK
This Cirencester-based financial services company is an excellent employer, offering a collaborative work culture where your contributions are valued and impactful. With competitive salaries, commission opportunities, and access to established professional networks, employees can expect meaningful growth in their careers while working on intellectually stimulating projects that blend personal and corporate financial planning. The firm's focus on strategic advisory rather than transactional work makes it an attractive place for those seeking to make a real difference in the financial landscape of Gloucestershire and beyond.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Consultant in Cirencester
✨Tip Number 1
Network like a pro! Attend local business events and connect with professionals in the financial sector. Building relationships can lead to referrals and opportunities that aren’t advertised.
✨Tip Number 2
Showcase your expertise! Create a personal brand on social media or professional platforms like LinkedIn. Share insights on financial strategies and engage with potential clients to demonstrate your knowledge.
✨Tip Number 3
Prepare for interviews by understanding the company’s client base and their needs. Tailor your approach to show how you can provide bespoke financial consultancy that aligns with their goals.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search!
We think you need these skills to ace Financial Consultant in Cirencester
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experiences that align with the Financial Consultant role. Highlight your experience in both personal and corporate financial planning, and don’t forget to showcase your analytical skills!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you’re passionate about financial consultancy and how your consultative selling approach can benefit our clients. Keep it engaging and personal.
Showcase Problem-Solving Skills:In your application, give examples of how you've tackled complex financial issues in the past. We love candidates who can demonstrate their ability to think strategically and build strong client relationships.
Apply Through Our Website:We encourage you to apply directly through our website for the best chance of getting noticed. It’s the easiest way for us to see your application and get you on the path to joining our team!
How to prepare for a job interview at The Opportunity Hub UK
✨Know Your Financial Stuff
Brush up on your financial knowledge, especially around corporate finance, tax planning, and investment strategies. Be ready to discuss how you can integrate personal financial planning with business objectives, as this role requires a deep understanding of both areas.
✨Showcase Your Problem-Solving Skills
Prepare examples of complex problems you've solved in previous roles. This position is all about strategic thinking, so be ready to demonstrate how you've approached challenges and developed actionable recommendations for clients.
✨Build Rapport with the Interviewers
Since this role involves building relationships with clients, show your interpersonal skills during the interview. Engage with the interviewers, ask insightful questions, and express genuine interest in their company and the work they do.
✨Understand the Company Culture
Research the company’s values and culture before the interview. Since they operate in a collaborative environment, highlight your teamwork experiences and how you can contribute positively to their small yet established team.
