Financial Planning Associate | Paraplanner to Financial Adviser
1 day ago
Gloucester
We are delighted to be partnering with a high profile, boutique financial planning firm in Cheltenham to recruit a Financial Planning Associate. The firm has built a strong reputation over many years through providing thoughtful, personalised financial planning developing trusted, lasting client relationships. The role offers the opportunity to work alongside a highly experienced and supportive team, gaining valuable exposure to the wider financial planning and advice process. It provides a clear pathway towards becoming a Financial Adviser, while offering the opportunity to build a long term career within an established and respected practice. Experience required: • Solid experience as a Paraplanner or in a similar financial planning role., • A good understanding of the financial planning and advice process., • Working towards, or ideally holding, the Level 4 Diploma (CII or CISI)., • Excellent attention to detail and strong communication skills., • A proactive, client-focused approach., • Most importantly, genuine ambition to progress into a Financial Adviser role. The opportunity in detail: • A clear and supported pathway towards becoming a Financial Adviser., • Genuine exposure to clients and involvement in client meetings., • The opportunity to develop your advisory skills alongside experienced advisers., • Valuable exposure to the wider financial planning and advice process., • The chance to learn from an experienced team within a high profile financial planning business., • The opportunity to build a long term career within an established firm., • Competitive salary and excellent benefits.