Paraplanner to Financial Adviser: Mentored Path
Job in
Cheltenham, Gloucestershire, GL50, England, UK
Listed on 2026-02-24
Listing for:
mbf
Full Time
position Listed on 2026-02-24
Job specializations:
-
Finance & Banking
Financial Analyst, Financial Consultant, Accounting & Finance
Job Description & How to Apply Below
A boutique financial planning practice in Bourton-on-the-Water is seeking a Paraplanner/Trainee Financial Planner.
This role offers the chance to shadow the Director, attend client meetings, and build your client-facing skills. The firm provides a competitive salary up to £50,000 with performance-related bonuses, as well as full support for CII qualifications. This is an excellent opportunity for someone ambitious who wants to progress in their financial advisory career within a supportive team environment.
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