At a Glance
- Tasks: Manage and grow a client bank while delivering holistic financial planning advice.
- Company: Established Chartered financial planning firm focused on quality advice and adviser development.
- Benefits: Competitive salary, bonus opportunities, hybrid working, and support towards Chartered status.
- Other info: Clear progression opportunities and potential to become a long-term stakeholder.
- Why this job: Take ownership of a client bank and build long-term relationships for real impact.
- Qualifications: Level 4 Diploma qualified with 2+ years of experience as a Financial Adviser.
The predicted salary is between 50000 - 62500 £ per year.
Financial Adviser job opportunity with an established Chartered firm, offering the chance to take ownership of an existing client bank and genuinely grow it further. This Financial Adviser job is ideal for an ambitious Financial Adviser who wants more than just servicing. You will inherit a well established client bank and be trusted to develop it through proactive advice, referrals and new planning opportunities, rather than simply maintaining the status quo.
As the Financial Adviser, you will take responsibility for a portfolio of approximately 150 clients with funds under management in excess of £30 million. The client base is primarily investment and retirement focused, providing a strong platform for ongoing advice and future growth. This Financial Adviser job suits someone who enjoys client facing work, spotting opportunities and building long term relationships.
Key elements of the Financial Adviser role include:
- Managing and developing an existing client bank
- Delivering holistic financial planning advice
- Identifying new business and referral opportunities
- Building strong, long term client relationships
- Becoming a key part of the firms future adviser population
There is clear progression for the right Financial Adviser, including support towards Chartered status and the potential to become a long term stakeholder in the business.
Financial Adviser Requirements:
- Level 4 Diploma qualified is essential
- 2+ years experience as a practising Financial Adviser is essential
- Proven ability to manage and grow client relationships
- Strong investment and retirement planning experience
- Comfortable leading client meetings independently
The Company:
This is a well established Chartered financial planning firm with a strong regional presence and a clear focus on quality advice, long term relationships and adviser development.
Financial Adviser Benefits:
- Employed or self employed options available
- Salary of £50,000+ (Depending on Experience) with an OTE of £75,000+
- Bonus on all new business
- Death in service benefit and private medical cover
- Enhanced pension contributions
- Share option scheme for long term commitment
- Full support towards Chartered status
- Hybrid working with autonomy over diary management
Location: Clients are based across Cheltenham and Gloucester, so the Financial Adviser should live within sensible commuting distance and be present in the region most of the week.
If you are a Financial Adviser looking for a role where you can truly make a client bank your own, apply now to find out more.
Financial Advisor in Cheltenham employer: All The Top Bananas
Join a well-established Chartered financial planning firm that prioritises quality advice and long-term relationships, offering Financial Advisers the opportunity to take ownership of a substantial client bank. With a supportive work culture that encourages professional growth towards Chartered status and the potential for stakeholder involvement, this role provides a rewarding environment for ambitious individuals looking to thrive in Cheltenham and Gloucester. Enjoy competitive remuneration, hybrid working options, and a comprehensive benefits package designed to foster both personal and professional development.
