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Path to Financial Adviser: Client-Facing Planner
Job in
Cheltenham, Gloucestershire, GL50, England, UK
Listed on 2026-07-31
Listing for:
Nexus ERP
Full Time
position Listed on 2026-07-31
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant
Job Description & How to Apply Below
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.
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