Paraplanner to Adviser - Hybrid, Client Book Lead in Cheltenham

Paraplanner to Adviser - Hybrid, Client Book Lead in Cheltenham

Cheltenham Full-Time No working from home possible
Recruit UK

Recruit UK is seeking an Associate Adviser in Cheltenham to join a Financial Planning firm. This unique opportunity requires a technical paraplanner or an IFA ready for new challenges, focusing on high-net-worth clients.

Key responsibilities include writing suitability reports, cashflow modelling, and attending client meetings. The role offers a highly competitive salary, hybrid working, and a variety of benefits, including a pension contribution, private medical insurance, and professional development support.

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Recruit UK

Contact Details:

Recruit UK Recruitment Team