At a Glance
- Tasks: Join a client-focused team and learn the full financial advice process.
- Company: Boutique financial planning firm based in Cheltenham.
- Benefits: Gain hands-on experience and mentorship from seasoned advisers.
- Other info: Proactive mindset and strong communication skills are essential.
- Why this job: Kickstart your career in finance while making a real difference for clients.
- Qualifications: Experience in financial services and working towards Level 4 Diploma.
The predicted salary is between 50000 - 60000 £ per year.
Cheltenham-based financial planning firm is seeking a Financial Planning Associate to join a boutique, client-focused team.
This role offers exposure to the full advice process, with opportunities to attend client meetings and learn under experienced advisers.
Ideal candidates will have financial services experience, paraplanning or similar background, and are working towards the Level 4 Diploma, with a proactive mindset and strong communication abilities.
#J-18808-Ljbffr
Path to Financial Adviser: Client-Facing Planner 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.
