At a Glance
- Tasks: Support experienced advisers and gain hands-on experience in financial planning.
- Company: Respected financial planning firm in Cheltenham with a client-focused approach.
- Benefits: Competitive salary, excellent benefits, and a clear pathway to becoming a Financial Adviser.
- Other info: Opportunity for long-term career growth in a high-performing environment.
- Why this job: Join a supportive team and make a real impact on clients' financial futures.
- Qualifications: Experience in financial services and working towards Level 4 Diploma.
Are you an experienced Paraplanner or Financial Services professional looking to take the next step towards becoming a Financial Adviser?
We are delighted to be partnering with a highly respected and successful financial planning firm in Cheltenham to recruit a Financial Planning Associate.
This is a rare opportunity to join a boutique, client-focused business with an excellent reputation for delivering exceptional financial advice and building long-term client relationships.
Unlike many Financial Planning Associate roles, this position offers genuine exposure to the full advice process. You will work closely with experienced advisers, attend client meetings and develop the skills and experience needed to progress into an authorised advisory role.
What we're looking for:
- Experience within financial services (essential).
- Paraplanning experience or a similar financial planning background.
- Working towards the Level 4 Diploma (CII or CISI).
- Excellent attention to detail and strong communication skills.
- A proactive approach with a genuine ambition to develop.
Why this firm?
This is not a typical Financial Planning Associate opportunity. You will join a highly regarded firm where quality advice, client relationships and professional development are at the heart of the business.
You will benefit from:
- A clear pathway towards becoming a Financial Adviser.
- Genuine client exposure and involvement in client meetings.
- A supportive, collaborative and high-performing team environment.
- The opportunity to build a long-term career with a respected financial planning business.
- Competitive salary and excellent benefits.
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Financial Planning Associate | Paraplanner to Financial Adviser in Cheltenham employer: Nexus ERP
Join a highly respected financial planning firm that prioritises employee growth and development. With a clear pathway to becoming a client-facing Financial Planner, you'll receive expert mentoring and the chance to work on complex client cases in a supportive environment. Located in a vibrant area, this role not only offers professional advancement but also fosters a collaborative and client-focused work culture, making it an excellent choice for ambitious individuals.
