Own Client Bank: Hybrid Senior Financial Adviser
Job in
Cheltenham, Gloucestershire, GL50, England, UK
Listed on 2026-06-12
Listing for:
Premier Jobs UK Limited
Full Time
position Listed on 2026-06-12
Job specializations:
-
Finance & Banking
Financial Consultant, Banking & Finance, Financial Advisor
Job Description & How to Apply Below
Premier Jobs UK Limited is offering a unique Financial Adviser opportunity in Cheltenham, ideal for those looking to own and grow an established client bank. This role allows you to manage around 150 clients with investment and retirement portfolios exceeding £30 million.
Your responsibilities will include delivering financial planning advice and identifying new business opportunities. With the potential for career progression and support towards Chartered status, this position is well-suited for ambitious advisers.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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