At a Glance
- Tasks: Support client meetings, prepare documentation, and research planning solutions.
- Company: Join de Lisle Financial Planning, a supportive Gloucestershire practice.
- Benefits: Fully funded Diploma, mentoring, and a clear career pathway.
- Other info: Long-term career opportunity with a focus on personal development.
- Why this job: Kickstart your finance career with hands-on experience and professional growth.
- Qualifications: Passion for finance and willingness to learn.
The predicted salary is between 44775 - 54725 £ per year.
de Lisle Financial Planning is seeking an Associate Financial Planner to join our Gloucestershire practice.
You’ll start by supporting client meetings, preparing documentation, and researching planning solutions, while learning the profession from the ground up.
As you grow, you’ll take on more client relationships and planning work, with a fully funded Diploma and structured pathway to becoming a regulated adviser offered along the way.
This is a long-term career move with mentoring.
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Associate Financial Planner — Fully Funded Diploma Path in Cheltenham employer: Recruitment Rebellion
At de Lisle Financial Planning, we pride ourselves on being an excellent employer by offering a supportive work culture that fosters professional growth and development. Our Gloucestershire practice provides a unique opportunity for aspiring financial planners to gain hands-on experience while pursuing a fully funded Diploma, ensuring a rewarding career path with dedicated mentoring and a focus on building meaningful client relationships.
