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- Tasks: Provide holistic financial planning advice and maintain long-term client relationships.
- Company: Join a Cheltenham-based IFA with a client-first culture.
- Benefits: Competitive salary, bonus potential, hybrid working, and full support.
- Why this job: Enjoy autonomy while making a real impact on clients' financial futures.
- Qualifications: Diploma in Financial Planning and proven experience as a Financial Adviser.
- Other info: Stable role with a high-quality client base and excellent support.
Before applying for this role, please read the following information about this opportunity found below.
Cheltenham £65,000 - £75,000 + Bonus
Join a Cheltenham-based IFA who is seeking an experienced Financial Adviser to join its small, professional team. The firm has an existing £31m AUM client bank, providing an immediate platform for an adviser who values long-term client relationships and high-quality advice. There is genuine flexibility around the remit - whether you prefer to focus on servicing the existing book, bring your own additional clients, or support further growth over the long term. The culture is client-first and relationship-led, with no volume pressure or sales-driven environment. Advice quality and suitability are the priority.
The Role
- Take responsibility for an existing client bank of approximately 50-55 clients
- Provide holistic financial planning advice across pensions, investments, protection and wider planning
- Maintain long-term client relationships
- Conduct regular client reviews and deliver clear, compliant recommendations
- Work closely with in-house admin and paraplanning support
Working Arrangements
- Hybrid role — 2 days per week in the Cheltenham office
- Full administrative and paraplanning support in place
About you
- Diploma in Financial Planning (Level 4) or equivalent
- Proven experience as a Financial Adviser
- Strong technical knowledge and sound judgement
- Client-focused, relationship-led approach
This opportunity would suit an adviser seeking a stable, long-term role with autonomy, support, and a high-quality client base. Please reach out to Ellis Mears at EJP for a confidential chat and to discuss full details.
Financial Planner in Cheltenham employer: Ellis James Partners Ltd
Contact Detail:
Ellis James Partners Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planner in Cheltenham
✨Tip Number 1
Network like a pro! Get out there and connect with other financial professionals. Attend industry events, join online forums, or even hit up local meetups. The more people you know, the better your chances of landing that dream job.
✨Tip Number 2
Showcase your expertise! Create a personal brand by sharing your insights on financial planning through social media or blogs. This not only highlights your knowledge but also makes you more visible to potential employers looking for someone just like you.
✨Tip Number 3
Prepare for interviews like it’s game day! Research the company, understand their client base, and be ready to discuss how you can add value. Practise common interview questions and have your own questions ready to show your interest.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of opportunities waiting for you, and applying directly can sometimes give you an edge. Plus, it’s super easy to keep track of your applications!
We think you need these skills to ace Financial Planner in Cheltenham
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience that match the Financial Planner role. Highlight your client-focused approach and any relevant qualifications, like your Diploma in Financial Planning.
Craft a Compelling Cover Letter: Use your cover letter to tell us why you’re the perfect fit for our team. Share your passion for building long-term client relationships and how you can contribute to our culture of high-quality advice.
Showcase Your Experience: In your application, don’t just list your past roles. Instead, give us examples of how you've successfully managed client relationships and provided holistic financial planning advice.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates about the role.
How to prepare for a job interview at Ellis James Partners Ltd
✨Know Your Numbers
Brush up on your financial knowledge, especially around pensions, investments, and protection. Be ready to discuss specific cases or scenarios where you've successfully advised clients, as this will showcase your expertise and experience.
✨Showcase Your Client Relationships
Prepare examples that highlight your ability to build and maintain long-term client relationships. Think about how you’ve handled client reviews and delivered compliant recommendations in the past, as this aligns perfectly with the firm's client-first culture.
✨Understand the Company Culture
Research the firm’s values and approach to financial advising. Be prepared to discuss how your own philosophy aligns with their client-led, relationship-focused environment, and why you’re excited about contributing to their team.
✨Ask Insightful Questions
Prepare thoughtful questions that demonstrate your interest in the role and the company. Inquire about their approach to client management and how they support advisers in maintaining a high-quality client base, which shows you’re serious about the position.
