Financial Planning Associate | Paraplanner to Financial Adviser
Nexus ERP ·
We are delighted to be partnering with a high profile, boutique financial planning firm in Cheltenham to recruit a Financial Planning Associate. The firm has built a strong reputation over many years through providing thoughtful, personalised financial planning developing trusted, lasting client relationships.
The role offers the opportunity to work alongside a highly experienced and supportive team, gaining valuable exposure to the wider financial planning and advice process. It provides a clear pathway towards becoming a Financial Adviser, while offering the opportunity to build a long term career within an established and respected practice.
Experience required: Solid experience as a Paraplanner or in a similar financial planning role. A good understanding of the financial planning and advice process. Working towards, or ideally holding, the Level 4 Diploma (CII or CISI).
Excellent attention to detail and strong communication skills. A proactive, client-focused approach. Most importantly, genuine ambition to progress into a Financial Adviser role. The opportunity in detail: A clear and supported pathway towards becoming a Financial Adviser.
Genuine exposure to clients and involvement in client meetings. The opportunity to develop your advisory skills alongside experienced advisers. Valuable exposure to the wider financial planning and advice process. The chance to learn from an experienced team within a high profile financial planning business.
The opportunity to build a long term career within an established firm. Competitive salary and excellent benefits.