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.
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.
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)
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 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 benefit from a stimulating caseload that encourages strategic thinking and personal growth. The firm prioritises employee development and provides comprehensive support, making it an ideal place for those seeking meaningful and rewarding careers in financial consultancy.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Consultant
✨Network Like a Pro
Get out there and meet people! Attend industry events, join local business groups, and connect with professionals on LinkedIn. Building relationships can lead to referrals and opportunities that aren’t advertised.
✨Showcase Your Expertise
Create content that highlights your knowledge in financial consultancy. Write articles, share insights on social media, or even host webinars. This not only positions you as an expert but also attracts potential clients and employers.
✨Tailor Your Approach
When reaching out to potential employers or clients, customise your message. Show them you understand their specific needs and how you can provide tailored solutions. A personal touch goes a long way!
✨Apply Through Our Website
Don’t forget to check out our website for job openings! Applying directly through us not only streamlines the process but also shows your genuine interest in joining our team. We’re excited to see what you bring to the table!
We think you need these skills to ace Financial Consultant
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 build deep client partnerships through strategic thinking.
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 built strong client partnerships in the past.
✨Practice Consultative Selling
Since the role focuses on a consultative approach rather than product-driven sales, practice how you would present financial strategies in a non-pressurised manner. Think about how to engage clients in a conversation that leads to tailored recommendations.
✨Build Rapport with the Interviewers
Remember, this company values relationships. Be personable and show genuine interest in the interviewers' experiences. Ask insightful questions about their work and the firm’s approach to financial consultancy to create a connection.
