Paraplanner to Financial Adviser: Growth & Client Exposure

Nexus ERP; Cheltenham; On-site; GBP 28,000 - 38,000; Full time

Job summary

Nexus ERP in Cheltenham is seeking a Paraplanner with ambition to progress into a Financial Adviser role. You’ll work closely with senior advisers, gain exposure to clients and meetings, and develop across the financial planning process.

The firm supports professional development toward Level 4 Diploma in Financial Planning (CII or CISI). A strong attention to detail and excellent communication will help you build trusted client relationships as you grow.

Qualifications

• Paraplanning experience within a financial planning environment.
• Level 4 Diploma in Financial Planning or working towards it.
• Strong attention to detail and organisational skills.

Responsibilities

• Work closely with senior advisers and participate in client meetings.
• Support with professional development and qualifications.
• Develop understanding of the financial planning and advice process.

Skills

Paraplanning background

Client meetings exposure

Attention to detail

Communication skills

Ambition to progression

Education

Level 4 Diploma in Financial Planning

Job description

Nexus ERP in Cheltenham is seeking a Paraplanner with ambition to progress into a Financial Adviser role. You’ll work closely with senior advisers, gain exposure to clients and meetings, and develop across the financial planning process.

The firm supports professional development toward Level 4 Diploma in Financial Planning (CII or CISI). A strong attention to detail and excellent communication will help you build trusted client relationships as you grow.