Financial Planner

mbf; Cheltenham; On-site; GBP 72,000 - 88,000; Full time

Benefits offered by this job

Discretionary bonus scheme

Private medical insurance

Life assurance (4x salary)

Job summary

A leading financial planning firm in Cheltenham is seeking an experienced Wealth Planner to join its growing team. This role involves providing bespoke financial planning advice and developing client relationships while working closely with Investment Directors. The ideal candidate will have strong technical knowledge and a proactive mindset. The position offers a competitive salary of around £80,000, along with a discretionary bonus and benefits including private medical insurance and life assurance.

Qualifications

• Experienced Financial Planner or Wealth Planner.
• Strong relationship management skills.
• Proactive and business-development oriented.

Responsibilities

• Provide bespoke financial planning advice to clients.
• Work with Investment Directors for holistic service.
• Manage and develop client relationships.
• Identify new business opportunities.

Skills

Client relationship management

Technical financial knowledge

Business development

Education

Chartered Financial Planner qualification or progressing towards

Job description

Director/Senior Recruitment Consultant - Financial Services - South West & Wales

An exciting opportunity has arisen for an experienced Wealth Planner / Financial Planner to join a highly respected and growing financial planning and investment management firm.

The business is expanding its Financial Planning Division and is seeking a technically proficient, client-focused professional to help drive the development of its private client offering in Cheltenham. You’ll be the first Financial Planner within this new regional team, working closely with highly experienced Investment Directors to deliver a truly holistic level of service to clients.

The role will involve taking on an existing client base, servicing new leads and building strong relationships with Investment Directors to ensure clients receive seamless advice across both investment management and financial planning. In addition, you’ll have the autonomy to generate new business opportunities and play a key role in the continued growth of the region.

Key Responsibilities

• Provide bespoke financial planning advice to private clients
• Work closely with Investment Directors to deliver a holistic client experience
• Manage and develop ongoing client relationships
• Attend client meetings and networking events
• Identify and develop new business opportunities

Requirements

• Experienced Financial Planner / Wealth Planner (ideally Chartered, or progressing towards Chartered status)
• Strong technical knowledge and relationship management skills
• Proactive, self-sufficient, and business-development minded
• Passionate about delivering exceptional client outcomes

What’s on Offer

• Basic salary circa £80,000 (dependent on experience)
• Discretionary bonus scheme
• Private medical insurance
• Life assurance (4x salary)

This is a fantastic opportunity for a driven and experienced Wealth Planner to join a reputable, forward-thinking organisation with an exceptional culture. You’ll have the chance to make a real impact, build long-term relationships, and play a key role in shaping the future of the firm’s private client proposition in Cheltenham.

Seniority level

Mid-Senior level

Employment type

Full-time

Job function

Finance and Sales