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Associate Financial Planner — Diploma Path

Job in Cheltenham, Gloucestershire, GL50, England, UK
Listing for: Recruitment Rebellion
Full Time position
Listed on 2026-08-28
Job specializations:
  • Finance & Banking
    Financial Advisor / Consultant
Salary/Wage Range or Industry Benchmark: 35000 - 50000 GBP Yearly GBP 35000.00 50000.00 YEAR
Job Description & How to Apply Below
Position: Associate Financial Planner — Fully Funded Diploma Path

de Lisle Financial Planning is seeking an Associate Financial Planner to join our Gloucestershire practice. You’ll start by supporting client meetings, preparing documentation, and researching planning solutions, while learning the profession from the ground up.

As you grow, you’ll take on more client relationships and planning work, with a fully funded Diploma and structured pathway to becoming a regulated adviser offered along the way. This is a long-term career move with mentoring.

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Position Requirements
10+ Years work experience
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