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 experience expected from applicants, as well as additional skills and qualifications needed for this job are listed below.

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:

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

The opportunity in detail:

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