Nexus ERP in Cheltenham is seeking a Paraplanner with ambition to progress into a Financial Adviser role. You’ll work closely with senior advisers, gain exposure to clients and meetings, and develop across the financial planning process.
The firm supports professional development toward Level 4 Diploma in Financial Planning (CII or CISI). A strong attention to detail and excellent communication will help you build trusted client relationships as you grow.
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Paraplanner to Financial Adviser: Growth & Client Exposure in Cheltenham employer: Nexus ERP
Nexus ERP in Cheltenham is an exceptional employer, offering a dynamic work culture that fosters professional growth and development. As a Financial Planning Associate, you will benefit from hands-on experience with clients and mentorship from seasoned professionals, paving your way to becoming a Financial Adviser. The firm prioritises employee well-being with competitive salaries and a supportive environment, making it an ideal place for those seeking a meaningful and rewarding career in financial planning.
