Associate Financial Planner — Fully Funded Diploma Path

Recruitment Rebellion; Cheltenham; On-site; GBP 35,000 - 50,000; Full time

Benefits offered by this job

Diploma funding

Structured pathway

Mentoring

Career progression

Job summary

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.

Qualifications

• Experience within financial services would be advantageous but isn't essential.
• Strong communication and client-facing skills emphasized.

Responsibilities

• Attend client meetings, take notes, and build client relationships.
• Prepare meeting documentation and complete follow-up actions.
• Research financial planning solutions and providers.
• Liaise with clients and professional connections.
• Support administration and servicing of client relationships.
• As you develop, take on greater client-facing responsibility.

Skills

Excellent communication

Interpersonal skills

Client servicing mindset

Organisational skills

Detail-focused

Research ability

Professional, personable approach

Job description

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.