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Financial Planner
Gloucestershire
Financial Adviser
Cheltenham
£65,000 - £75,000 + Bonus
Join a Cheltenham-based IFA is who is seeking an experienced Financial Adviser to join its small, professional team.
The firm has an existing £31m AUM client bank, providing an immediate platform for an adviser who values long-term client relationships and high-quality advice.
There is genuine flexibility around the remit - whether you prefer to focus on servicing the existing book, bring your own additional clients, or support further growth over the long term.
The culture is client-first and relationship-led, with no volume pressure or sales-driven environment. Advice quality and suitability are the priority.
The Role
Working Arrangements
About you
This opportunity would suit an adviser seeking a stable, long-term role with autonomy, support, and a high-quality client base.
Please reach out to Ellis Mears at EJP for a confidential chat and to discuss full details
Cheltenham
£65,000 - £75,000 + Bonus
Join a Cheltenham-based IFA is who is seeking an experienced Financial Adviser to join its small, professional team.
The firm has an existing £31m AUM client bank, providing an immediate platform for an adviser who values long-term client relationships and high-quality advice.
There is genuine flexibility around the remit - whether you prefer to focus on servicing the existing book, bring your own additional clients, or support further growth over the long term.
The culture is client-first and relationship-led, with no volume pressure or sales-driven environment. Advice quality and suitability are the priority.
The Role
- Take responsibility for an existing client bank of approximately 50-55 clients
- Provide holistic financial planning advice across pensions, investments, protection and wider planning
- Maintain long-term client relationships
- Conduct regular client reviews and deliver clear, compliant recommendations
- Work closely with in-house admin and paraplanning support
Working Arrangements
- Hybrid role 2 days per week in the Cheltenham office
- Full administrative and paraplanning support in place
About you
- Diploma in Financial Planning (Level 4) or equivalent
- Proven experience as a Financial Adviser
- Strong technical knowledge and sound judgement
- Client-focused, relationship-led approach
This opportunity would suit an adviser seeking a stable, long-term role with autonomy, support, and a high-quality client base.
Please reach out to Ellis Mears at EJP for a confidential chat and to discuss full details
Salary: £65,000 to £75,000 Annual +
Hours Per Week: Full Time
