At a Glance
- Tasks: Support clients with personalised financial planning and develop your advisory skills.
- Company: Reputable boutique financial planning firm in Cheltenham.
- Benefits: Competitive salary, excellent benefits, and a clear career progression.
- Other info: Join a supportive team and build a long-term career in finance.
- Why this job: Gain valuable experience and work towards becoming a Financial Adviser.
- Qualifications: Experience as a Paraplanner or similar role; ambition to progress.
The predicted salary is between 42750 - 52250 £ per year.
We are delighted to be partnering with a high profile, boutique financial planning firm in Cheltenham to recruit a Financial Planning Associate.
The firm has built a strong reputation over many years through providing thoughtful, personalised financial planning developing trusted, lasting client relationships.
The role offers the opportunity to work alongside a highly experienced and supportive team, gaining valuable exposure to the wider financial planning and advice process.
It provides a clear pathway towards becoming a Financial Adviser, while offering the opportunity to build a long term career within an established and respected practice.
Experience required: Solid experience as a Paraplanner or in a similar financial planning role.
A good understanding of the financial planning and advice process.
Working towards, or ideally holding, the Level 4 Diploma (CII or CISI).
Excellent attention to detail and strong communication skills.
A proactive, client-focused approach.
Most importantly, genuine ambition to progress into a Financial Adviser role.
The opportunity in detail: A clear and supported pathway towards becoming a Financial Adviser.
Genuine exposure to clients and involvement in client meetings.
The opportunity to develop your advisory skills alongside experienced advisers.
Valuable exposure to the wider financial planning and advice process.
The chance to learn from an experienced team within a high profile financial planning business.
The opportunity to build a long term career within an established firm.
Competitive salary and excellent benefits.
Financial Planning Associate | Paraplanner to Financial Adviser 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.
