Path to Financial Adviser: Client-Facing Planner

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

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.