Financial Consultant

Financial Consultant, Cirencester, Gloucestershire - Competitive Salary + Commission

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.

• 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

• 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.

• 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.