Financial Advisor in Cheltenham

Financial Advisor in Cheltenham

Cheltenham Full-Time 30000 - 40000 £ / year (est.) No working from home possible
tPS Recruitment

At a Glance

  • Tasks: Provide expert financial advice and build lasting client relationships.
  • Company: Established financial firm with a strong client base in Gloucester.
  • Benefits: Career development opportunities and comprehensive back office support.
  • Other info: Exciting role with existing clients provided from day one.
  • Why this job: Join a supportive team and make a real difference in clients' financial lives.
  • Qualifications: Must have Level 4 Diploma in Regulated Financial Planning or equivalent.

The predicted salary is between 30000 - 40000 £ per year.

Are you a qualified Financial Adviser looking for an employed role with clients provided from day one? We're seeking a client-focused adviser with a Level 4 Diploma in Regulated Financial Planning (or equivalent) who is passionate about building long‑term relationships and delivering exceptional client outcomes.

  • Existing client base in Gloucester
  • Career Development Opportunities
  • Back office support

Financial Advisor in Cheltenham employer: tPS Recruitment

Join a dynamic team in Gloucester where your expertise as a Financial Advisor will be valued and supported from day one. With an existing client base, comprehensive back office support, and ample career development opportunities, we foster a collaborative work culture that prioritises employee growth and exceptional client service. Experience the unique advantage of working in a vibrant community while making a meaningful impact on clients' financial futures.

tPS Recruitment

Contact Details:

tPS Recruitment Recruitment Team

We think you need these skills to ace Financial Advisor in Cheltenham

Client Relationship Management
Level 4 Diploma in Regulated Financial Planning
Financial Analysis
Communication Skills
Problem-Solving Skills
Sales Skills
Attention to Detail