Financial Planning Associate | Paraplanner to Financial Adviser

Nexus ERP; Cheltenham; On-site; GBP 30,000 - 46,000; Full time

Job summary

Cheltenham-based financial planning firm is seeking a Financial Planning Associate to join a boutique, client-focused team. This role offers exposure to the full advice process, with opportunities to attend client meetings and learn under experienced advisers.

Ideal candidates will have financial services experience, paraplanning or similar background, and are working towards the Level 4 Diploma, with a proactive mindset and strong communication abilities.

Qualifications

• Experience within financial services (essential).
• Paraplanning experience or a similar financial planning background.
• Working towards the Level 4 Diploma (CII or CISI).
• Excellent attention to detail and strong communication skills.
• A proactive approach with a genuine ambition to develop.

Skills

Financial services

Paraplanning experience

Level 4 Diploma

Attention to detail

Communication skills

Ambition to develop

Education

Level 4 Diploma (CII or CISI)

Job description

Are you an experienced Paraplanner or Financial Services professional looking to take the next step towards becoming a Financial Adviser?

We are delighted to be partnering with a highly respected and successful financial planning firm in Cheltenham to recruit a Financial Planning Associate.

This is a rare opportunity to join a boutique, client-focused business with an excellent reputation for delivering exceptional financial advice and building long-term client relationships.

Unlike many Financial Planning Associate roles, this position offers genuine exposure to the full advice process. You will work closely with experienced advisers, attend client meetings and develop the skills and experience needed to progress into an authorised advisory role.

What we're looking for:

• Experience within financial services (essential).
• Paraplanning experience or a similar financial planning background.
• Working towards the Level 4 Diploma (CII or CISI).
• Excellent attention to detail and strong communication skills.
• A proactive approach with a genuine ambition to develop.

Why this firm?

This is not a typical Financial Planning Associate opportunity. You will join a highly regarded firm where quality advice, client relationships and professional development are at the heart of the business.

You will benefit from:

• A clear pathway towards becoming a Financial Adviser.
• Genuine client exposure and involvement in client meetings.
• A supportive, collaborative and high-performing team environment.
• The opportunity to build a long-term career with a respected financial planning business.
• Competitive salary and excellent benefits.