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Client-Focused Financial Advisor — Build Plans & Wealth
Job in
Cheltenham, Gloucestershire, GL50, England, UK
Listed on 2025-12-30
Listing for:
i2i Recruitment Consultancy
Full Time
position Listed on 2025-12-30
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A financial advisory firm in Cheltenham is seeking an experienced Financial Advisor to provide comprehensive financial advice to clients. You will analyze financial situations, recommend investment strategies, and maintain relationships with a book of approximately 45-50 clients. The ideal candidate has a Diploma in Financial Planning (Level
4) and is FCA registered. Competitive salary between £65,000-£100,000 is offered.
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