Financial Adviser

This Financial Advisor job provides opportunity to join a boutique wealth and investment management firm based in Cheltenham

Our client is happy to consider fully qualified Financial Advisers who share they desire, hunger and ambition to grow.

It would be beneficial if you have transferable clients or methods in place to generate business, as this can support you to develop your client portfolio. In addition, the business would look to provide clients through undertaking acquisitions. Your focus would be to retain these clients and nurture the relationships.

Their team of Financial Advisers are supported by their back office team.

Financial Adviser Requirements

• You should hold your full Level 4 Diploma in Financial Planning or equivalent
• You should have experience as a Financial Adviser and be able to hit the ground runningIt would be preferable if you have transferable clients or methods to generate business

The Company

This boutique wealth and investment management firm in Cheltenham is embarking on their next phase of growth through undertaking local acquisitions and recruiting suitable Financial Advisers.

Financial Adviser Benefits

• Employed or self-employed options available
• Hybrid working available
• Back office support provided
• Opportunity to join a growing business

Locations

Cheltenham

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