Chartered Financial Planner in Cheltenham

Location: Gloucester

Salary: £60 - £100k, with performance related structured quarterly bonus scheme

Job Type: Full time, Permanent

About Us: Progressive LLP is a genuinely independent firm of Chartered Financial Planners. We are committed to remaining independent and maintaining a partner-led approach, rather than becoming part of a larger corporate structure. The firm is now looking to expand its advisory team, with a clear opportunity for the right individual to develop into a senior role and potentially join the partnership. We are not tied to any product provider and are able to advise across the whole of the market. Our clients are individuals, families, business owners and professionals, many of whom have worked with Progressive for many years and have been introduced through existing clients or professional connections. Our advice combines strong technical knowledge with a personal and thoughtful approach. This includes retirement planning, investment planning, estate and inheritance tax planning, tax-efficient investment strategies and wider lifetime financial planning. The firm is adopting technology, including AI-supported tools, to improve efficiency and consistency in report writing and review processes. The successful candidate should be comfortable using technology, while maintaining technical accuracy, careful review and professional judgement. Progressive also has a distinctive investment approach, with a strong preference for defined, or predictable returns where possible. We also place importance on sustainable, ethical and values-based investing where this reflects a client's objectives and preferences.

About The Role: The successful candidate will provide high-quality financial planning advice to new and existing clients, manage ongoing client relationships, support annual reviews and help convert suitable new business opportunities. We are particularly interested in speaking with advisers who are already established in their career and able to make a positive contribution from an early stage. An existing client bank, professional connections or proven ability to generate and convert new business would be highly beneficial, to remove the dependency on the reallocation of existing clients. The role would suit someone who is technically capable, client-focused and comfortable working as part of a small office. For the right individual, there may also be the opportunity for the role to develop into a management position and longer-term strategic decision-making.

Key Responsibilities:

• Provide high-quality financial planning advice to new and existing clients.
• Understand and work within Progressive's investment and advice approach - this will be covered during the interview process.
• Manage ongoing client relationships, including annual reviews and servicing.
• Ensure advice remains suitable and reflects clients' changing circumstances, needs and objectives.
• Convert appropriate prospective clients into long-term clients of the firm, and develop opportunities through client referrals, professional connections and introducers.
• Maintain high professional, ethical and regulatory standards.
• Contribute to the ongoing development of the firm's client proposition, processes and advice function.

About you: The successful candidate should have:

• Experience as a Financial Planner, ideally within an independent financial planning or wealth management firm.
• Chartered status, preferably through the CII, or the CISI.
• Strong technical knowledge.
• Excellent client-facing, communication and relationship management skills.
• Strong written communication skills and the ability to explain financial planning concepts clearly.
• A good understanding of the regulatory, compliance and ethical requirements relevant to financial advice.
• A positive, adaptable and professional attitude.

Working Arrangements: This is an office-based role. During probation, the successful candidate will be expected to work from the office to build relationships with the advice, paraplanning and administration teams, understand the firm's processes and become embedded in the business. Hybrid working may be reviewed in the future, subject to performance, business needs and role requirements.

What We Offer:

• The opportunity to join a genuinely independent Chartered financial planning firm with a strong reputation for personal service and long-term client relationships.
• For the right individual, the potential to play a meaningful role in the future development, management and strategic direction of the business.
• Longer-term progression opportunities may be available as the role develops, subject to performance, cultural fit, commercial contribution and mutual agreement.
• Exposure to a carefully considered investment proposition, and tax-efficient planning strategies for clients.

Benefits:

• 5 weeks holiday.
• Pension contributions.
• Healthcare benefits.
• Electric lease car option (salary sacrifice).

Please click on the APPLY button to send your CV for this role.