Financial Planner

The Opportunity

This is a highly attractive advisory opportunity where you will inherit an established client base, while also benefiting from strong internal referral streams and the opportunity to build further relationships. Further details around inherited households, assets under management (AUM), average client size and ongoing advice fees will be discussed during the application process, however this opportunity has been designed to be attractive to a high‑quality planner, seeking their next long‑term move.

As a Financial Planner you will provide:

• Pensions and retirement planning
• Investments and wealth management
• Protection and financial security planning

All within a market‑leading, whole‑of‑market, independent advice framework that places long‑term client outcomes at the centre of everything they do.

Our client is widely recognised as one of the largest and most respected names in the UK financial planning sector. The business has built an outstanding reputation through its transparent charging structure, client‑first philosophy and award‑winning advisory service. With significant financial backing and ambitious growth plans, this is an excellent opportunity to join a firm that combines stability, scale and long‑term career opportunity.

Advisers are supported by a highly experienced and established office team, allowing you to focus on building relationships and delivering exceptional advice.

• Full paraplanning and administrative support
• Established regional and national support teams
• Strong internal referral channels
• A collaborative culture across a national network of offices

• Several years’ financial planning/wealth advisory experience
• Competent Adviser Status (CAS)
• Statement of Professional Standing (SPS)
• FCA registration
• Minimum level 4 diploma in financial planning and continuing to study further
• A demonstrable track record advising private clients on pensions, investments and protection

This is an employed position, offering an excellent overall package, including:

• Competitive base salary
• Attractive bonus structure linked to new business and initial fees
• Inherited client relationships
• Full support infrastructure
• Comprehensive company benefits package

Hybrid working is fully supported, allowing flexibility to see clients and run your diary with autonomy. Applications will be well received by those in the Gloucestershire area to maintain client contact and the surrounding region.

Location:

Gloucester, Gloucestershire
Salary: £60 000 – £80 000 per year
Job type:
Permanent
Posted: 12/03/2026