At a Glance
- Tasks: Provide expert financial planning advice and support Investment Managers in client meetings.
- Company: Reputable wealth management firm with a strong, supportive culture.
- Benefits: Up to £90,000 salary, excellent bonuses, and comprehensive benefits.
- Other info: Great opportunity for career growth in a collaborative team.
- Why this job: Join a low-pressure environment where you can thrive and make a real impact.
- Qualifications: Diploma qualified with experience in technical financial planning.
The predicted salary is between 90000 - 90000 £ per year.
We are partnering with a highly regarded wealth management firm to recruit a Wealth Planner into their Cheltenham office. This is a business with a strong, established culture where people tend to stay for the long term. Good people, no politics, and a genuine commitment to doing things properly.
This is an important hire as the firm continues to expand its regional presence and represents a genuinely attractive proposition for the right person. That said, it is worth being clear about what this role is and is not. There are no new business targets, no expectation to build your own client book, and no BD pressure. Clients are won and managed by the Investment Managers and the Wealth Planner's role is to provide expert technical financial planning advice to support those relationships as required.
This is an excellent opportunity for a technically strong Financial Adviser who wants to do great work in a well-run, low-pressure environment and be well rewarded for it.
The role:
- Provide technical wealth planning advice to support Investment Managers and their clients
- Deliver holistic financial planning across pensions, investments, protection, tax and estate planning
- Accompany Investment Managers to client meetings, networking events and BD meetings in a supporting capacity
- Work independently and collaboratively as part of a growing regional team
- Build strong internal relationships with Investment Managers across the business
To apply:
- Diploma qualified (Chartered or progressing towards a distinct advantage)
- Experienced in delivering high-quality technical financial planning advice
- Experience working alongside or in support of Investment Managers advantageous
- Self-motivated, able to work independently under minimal supervision
- Strong interpersonal skills and the ability to build trusted internal relationships
- A genuine team player who will embrace being part of a wider, growing business
For further details about this and many other great opportunities within Financial Services, please contact Andrew Stark at Synchronicity Wealth.
Financial Adviser in Cheltenham employer: Synchronicity Group
Join a highly regarded wealth management firm in Cheltenham, where a strong, established culture fosters long-term employee retention and collaboration. Enjoy a low-pressure environment with no new business targets, allowing you to focus on delivering expert financial planning advice while being well rewarded with an attractive salary and benefits package. With a commitment to professional growth and a supportive team atmosphere, this role offers a unique opportunity to thrive in your career.
