Client-Focused Financial Advisor — Build Plans & Grow Wealth

i2i Recruitment Consultancy; Cheltenham; On-site; GBP 65,000 - 100,000; Full time

Job summary

A financial advisory firm in Cheltenham is seeking an experienced Financial Advisor to provide comprehensive financial advice to clients. You will analyze financial situations, recommend investment strategies, and maintain relationships with a book of approximately 45-50 clients. The ideal candidate has a Diploma in Financial Planning (Level 4) and is FCA registered. Competitive salary between £65,000-£100,000 is offered.

Qualifications

• Proven experience as a Financial Advisor or similar role.
• Strong knowledge of financial planning and investment strategies.
• Registered with the Financial Conduct Authority (FCA).

Responsibilities

• Provide personalized financial advice to clients based on their individual needs.
• Analyze clients’ financial situations and develop comprehensive financial plans.
• Attend networking events and actively seek out new business opportunities.

Skills

Financial planning knowledge

Interpersonal skills

Communication skills

Client relationship management

Education

Diploma in Financial Planning (Level 4)

Job description

A financial advisory firm in Cheltenham is seeking an experienced Financial Advisor to provide comprehensive financial advice to clients. You will analyze financial situations, recommend investment strategies, and maintain relationships with a book of approximately 45-50 clients. The ideal candidate has a Diploma in Financial Planning (Level 4) and is FCA registered. Competitive salary between £65,000-£100,000 is offered.