Financial adviser jobs in CheltenhamCreate job alerts

Role Nigel James Associates are pleased to be working with a leading Investment and Wealth Management company as they continue to grow their presence in Cheltenham. They are seeking an experienced Financial Planner to work closely alongside an existing team Investment Managers delivering high-quality Financial Planning advice to an established client base. The role is centred on delivering a professional, holistic advice service to the HNW client base, working collaboratively with the Investment Managers and their clients to provide a well-rounded, high-quality planning proposition. Requirements The successful individual will be a confident and proactive Adviser, comfortable working with clients at a high level and contributing to shared team objectives rather than being measured solely against individual targets. Applicants will be minimum Level 4 qualified, and ideally Chartered or working towards. Why Join? This is an excellent opportunity for a quality-driven adviser looking to join a respected company offering long-term career development. For more information or a confidential discussion, please get in touch.

Senior Paraplanner Cheltenham - Hybrid, 2days in Up to £55,000 Are you a Senior Paraplanner looking for your next opportunity in Cheltenham? We are supporting a highly regarded financial planning firm that is seeking an ambitious and technically strong professional to join their team as a Senior Paraplanner. In this role, you will provide dedicated technical support to a Senior Adviser who works with high-net-worth clients, allowing you to focus on complex and rewarding cases. The firm is proud of its inclusive, fun, and values-driven culture, offering a supportive environment where people are encouraged to grow and progress. There is also a clear pathway into an advisory role for those who wish to pursue this avenue. Benefits: • Salary up to £55,000, • Hybrid working, 2 day in, 3 from home, • 25 days plus bank holidays with Christmas closure, • 5% pension contribution, • Previous experience working as a Paraplanner within an IFA setting, • Ideally, have experience mentoring junior paraplanners, • Level 4 Diploma in Financial Planning Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.

They currently have an opportunity for a Protection Adviser with a track record in life sales and mortgage protection.

An excellent opportunity has arisen for an experienced Financial Adviser to join a well-established and growing firm in Silsden. You will provide holistic financial advice to an established client base across Yorkshire, covering:. Conducting in-depth reviews of clients financial circumstances, curre

They currently have an opportunity for a Protection Adviser with a track record in life sales and mortgage protection.

Experienced Protection Adviser (Self-Employed)Location: Remote (UK-based)Job Type: Self-Employed | Commission-OnlySchedule: Full-time or Part-timeExperience Required: Minimum 1 year of protection advising experienceExpected Earnings (OTE)£40,000+ per year (uncapped, commission-based)Earnings are pe

We're working with a respected and well established, growing Financial Planning business in East Anglia looking to recruit an experienced Financial Adviser to join their Wealth Advisory team. What you'll be doing as Financial AdviserP.

A prominent mortgage brokerage in Central London is seeking a Protection Adviser to manage life sales and mortgage protection.

We're working with a respected and well established, growing Financial Planning business in East Anglia looking to recruit an experienced Financial Adviser to join their Wealth Advisory team. What you'll be doing as Financial AdviserP.

A respected Chartered Financial Planning firm in Central London is seeking a Paraplanner to Trainee Financial Adviser. The role includes attending client meetings, assisting in financial planning, and developing technical skills through paraplanning.

A financial services firm in Greater London is hiring a Junior Financial Adviser to join their team and support clients through financial planning. This role is ideal for someone with a Level 4 qualification and 2-3 years of industry experience, offering structured training and a pathway to Competen

A leading FCA-authorised brokerage in the UK is seeking experienced Protection Advisers to operate on a self-employed basis.

A respected wealth management firm is looking for a Graduate Financial Planner to assist senior advisers and develop skills necessary for full adviser status. Responsibilities include preparing financial plans, maintaining client documentation, and participating in training programs.

The job purpose comprises of meeting with clients and prospective clients to provide financial planning for them in accordance with the company propositions, in order to generate compliant initial and ongoing income for the company.

Engage with and develop strong professional relationships with clients both in person and over the phone and develop a rapport to build an accurate understanding of their circumstances and financial objectives. James’s Place has helped people and businesses achieve their lifelong ambitions through

This is a fantastic opportunity for an experienced Financial Adviser to develop their career in partnership with a leading Financial Planning firm, committed to delivering excellent client outcomes and fostering a supportive, high-performing workplace. Our advisers continue to guide thousands of cli

A leading mortgage brokerage in Greater London seeks Self-Employed Mortgage Advisers, both experienced and trainees, to leverage warm leads and a high-performance culture for rapid income growth.

A leading independent wealth management firm in the UK is seeking an experienced Financial Adviser. This role involves delivering holistic financial advice to clients, providing guidance on employee benefits, and developing long-standing client relationships. Candidates should hold a Financial Plann

A financial planning firm in London seeks a Junior Financial Adviser to join its team. Ideal for Level 4 qualified individuals wishing to develop in a supportive environment, this role involves advising an existing client base, managing structured financial reviews, and enhances skills toward full C

A financial advisory firm based in Cheltenham is seeking an experienced Financial Adviser to join their team. The role involves managing a client bank of around 55 clients, providing comprehensive financial advice across various sectors. With a client-first culture, this position offers a hybrid wor

A progressive investment firm in Scotland is seeking a passionate Financial Adviser to deliver exceptional client outcomes. You will leverage technology and innovative thinking to shape the future of financial advice and enhance client engagement.

As part of our continued growth in this area, we have an opportunity for an experienced Financial Planner or Chartered Financial Planner to join the Financial Planning team. As a Financial Planner in our fast-growing team, your primary responsibility will be to onboard and serve clients with their f

Growth & Development Opportunities Ongoing training, sales support, and optional pathways to mentor or build your own adviser team. Remote-First Setup Fully UK-remote role with digital systems, onboarding, and adviser support. Minimum 1 year experience as a Protection Adviser.

A leading financial advisory academy is seeking individuals interested in becoming successful financial advisers. This is an ideal opportunity for those with an entrepreneurial spirit and strong interpersonal skills, regardless of previous experience or financial sector knowledge.

A prominent financial advisory firm in the United Kingdom is seeking experienced and ambitious advisers to help grow their businesses. Candidates should have a minimum of 2 years in financial advisory and possess a Level 4 Diploma in Financial Planning.

One of our Strategic Partner firms at Quilter Financial Planning who are based in Lincolnshire are currently looking for experienced advisers to join their team where their advisers are highly qualified and operate to strict ethical guidelines. Looking to connect with financial advisers across the U

A leading insurance company in London is looking for self-motivated and dynamic Aspiring Financial Advisers to join their team. The role involves identifying clients' financial needs and providing tailored advice to help achieve their lifetime goals. This position provides a unique opportunity to wo

A leading financial services provider in Greater Lincolnshire seeks an experienced financial adviser to manage and grow a client portfolio. The role includes preparing detailed financial plans, advising clients on financial matters, and generating new business while adhering to high ethical standard

We are now recruiting individuals with the attitude, drive, and determination to join our next training programme and start your journey to becoming a fully qualified financial adviser with Quilter. This is your chance to join a fully supported career transition programme (funding available) that wi

A financial services company in the United Kingdom is seeking experienced Self-Employed Mortgage Advisers to join their growing team.

Primary Technical Resource: You will serve as the go-to person for technical and regulatory queries, providing direct support to Financial Planners, particularly for complex cases. Direct Query Handling: Financial Planners will reach out to you directly with their client needs. Collaborative Advisor

A leading UK financial services group is seeking a Financial Adviser to provide holistic financial advice and build customer relationships. The ideal candidate will be Level 4 qualified with a strong understanding of financial planning and compliance. Join us to help customers make informed decision

A leading financial planning firm in the United Kingdom is seeking experienced Financial Planners for a home-based advisory role.

As a Financial Adviser, you’ll play a key role in delivering high-quality, holistic financial advice, building strong relationships and supporting customers to make informed, empowering decisions about their future. Level 4 qualified Adviser with relevant financial planning diploma and evidence of

We're working with a respected and well established, growing Financial Planning business in East Anglia looking to recruit an experienced Financial Adviser to join their Wealth Advisory team. What you'll be doing as Financial Adviser. What we're looking for as Financial Adviser.

Those clients need an adviser, and that adviser will be you. It is one that has trained and developed over 30 advisers who had no previous financial planning advice experience. You’ll have around 2 years post-CAS experience as a financial adviser/planner with suitable Level 4 qualifications.

Due to continued growth, we’re recruiting multiple Financial Advisors to join a well‑established and expanding advisory business with opportunities available across London and the surrounding counties. Provide holistic, regulated financial advice to new and existing clients. If you’re a Financ

The successful candidate will either be a qualified Financial Adviser with demonstrable experience of maintaining and developing solid client relationships & professional networks within the Financial Advice space, either way you'll have a minimum of 3-4+ years working within the arena. Due to compa

A financial services firm is seeking a Self-Employed Financial Adviser in Gloucester, UK.

Candidates must have at least 2 years of experience as a Financial Adviser and CAS status, with support for pursuing Chartered status available.

A financial planning firm in the City of London is seeking a Junior Financial Adviser to join its team. This role is perfect for a Level 4 qualified adviser ready to develop expertise in providing advice on investments, retirement planning, and personal protection. You'll manage an existing client p

At Wealthmax Financial Advisers Ltd, we are a dedicated and experienced team of financial specialists focused on helping individuals and families protect and grow their wealth. Apply now to take the first step in a rewarding career with Wealthmax Financial Advisers Ltd. We are excited to offer a Tra

Apply today and start your journey toward a fulfilling new career as a financial adviser. Ready for a Career Change? Become a Qualified Financial Adviser through Quilter Academy – Opportunities available nationwide!. We are now recruiting individuals with the attitude, drive, and determination to

A boutique financial advisory firm in Greater London is seeking a Paraplanner / Financial Adviser to deliver expert financial advice across investments and retirement planning.

My client will invest in your development every step of the way – with training, mentoring, and full support towards becoming a qualified Financial Adviser. Work closely with senior advisers, joining client meetings and seeing first‑hand how trusted financial advice is delivered. A structured ca

Workingclosely with some of the top Financial Advisers in the country, this is a fantastic opportunity todevelop your skills and experience in a highly profesional and supportive environment. As an Associate Financial Adviser, you willbe a key part of our advice team,focussingon understanding the pe

We are recruiting for a highly sought after IFA who are looking to replace an adviser who is retiring shortly.

A leading financial services firm in the UK is looking for motivated financial advisers to join their team. In this role, you will provide holistic financial planning advice to both private and corporate clients.