Own Your Client Bank: Financial Adviser (Hybrid + Equity
Job in
Cheltenham, Gloucestershire, GL50, England, UK
Listed on 2026-08-04
Listing for:
FM JOBS LIMITED
Full Time
position Listed on 2026-08-04
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Portfolio & Asset Management
Job Description & How to Apply Below
FM JOBS LIMITED is seeking a Financial Adviser to take ownership of an existing client bank and drive growth. You will advise on investments and retirement planning, building long-term relationships and taking a proactive approach to new planning opportunities.
The role involves managing a portfolio of around 150 clients across the Cheltenham/Gloucester region, with strong progression toward Chartered status. Hybrid working is available, with full support for professional development.
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