Financial Planning Associate | Paraplanner to Financial Adviser

We are delighted to be partnering with a high profile, boutique financial planning firm in Cheltenham to recruit a Financial Planning Associate.

The firm has built a strong reputation over many years through providing thoughtful, personalised financial planning developing trusted, lasting client relationships.

The role offers the opportunity to work alongside a highly experienced and supportive team, gaining valuable exposure to the wider financial planning and advice process. It provides a clear pathway towards becoming a Financial Adviser, while offering the opportunity to build a long term career within an established and respected practice.

Experience required:

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• Solid experience as a Paraplanner or in a similar financial planning role.
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• A good understanding of the financial planning and advice process.
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• Working towards, or ideally holding, the Level 4 Diploma (CII or CISI).
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• Excellent attention to detail and strong communication skills.
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• A proactive, client-focused approach.
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• Most importantly, genuine ambition to progress into a Financial Adviser role.
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The opportunity in detail:

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• A clear and supported pathway towards becoming a Financial Adviser.
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• Genuine exposure to clients and involvement in client meetings.
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• The opportunity to develop your advisory skills alongside experienced advisers.
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• Valuable exposure to the wider financial planning and advice process.
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• The chance to learn from an experienced team within a high profile financial planning business.
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• The opportunity to build a long term career within an established firm.
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• Competitive salary and excellent benefits.
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