Wealth Planner / Financial Adviser
Cheltenham
Up to £80,000 + Benefits
NJR Recruitment are delighted to be partnering with a highly respected wealth management firm who are looking to appoint an experienced Wealth Planner to join their established Cheltenham office.
This is an excellent opportunity for a client-focused Financial Adviser to join a premium advisory business, providing holistic advice to a high-quality client base with a particular focus on retirement planning, estate planning and long-term wealth preservation.
Working alongside an experienced team of investment professionals and support staff, this role offers the opportunity to build strong client relationships and deliver first-class advice within a collaborative and professional environment.
The Role
As a Wealth Planner, you will be responsible for delivering high-quality regulated advice to clients, ensuring a first-class service experience and helping clients meet their long-term financial goals.
Key responsibilities will include:
* Providing holistic financial planning advice across pensions, investments, retirement and estate planning
* Building and maintaining strong long-term client relationships
* Delivering an exceptional client service experience at every stage
* Working closely with investment professionals to identify opportunities and enhance client outcomes
* Managing cases and client activity through CRM systems
* Delegating workflow effectively to administrative support staff
* Keeping up to date with industry, regulatory and technical developments
* Supporting wider business initiatives and contributing to the ongoing client proposition
About You
* Minimum 2+ years’ experience as a Financial Adviser / Wealth Planner
* Proven experience advising high-net-worth clients
* Chartered Financial Planner status highly desirable
* Advanced pension qualifications such as AF3 advantageous
* Eligible for or holding a current Statement of Professional Standing (SPS)
* Strong technical knowledge across pensions, investments and estate planning
* Excellent communication, presentation and relationship-building skills
* Commercially aware with a client-first mindset
* Professional, proactive and collaborative approach
What’s on Offer
* Salary up to £80,000
* Opportunity to join a highly regarded wealth management business
* Established client proposition and strong internal support
* Collaborative and professional team culture
* Long-term career development opportunities
* York based opportunity within a premium office environment
* 25 days holiday plus bank holidays, increasing with service and Christmas shut down
* Death in service cover
* Enhanced pension scheme
* Private medical insurance including dental
* Competitive family friendly policies
* Discretionary Bonus Scheme
* A whole load of additional benefit
This is a superb opportunity for an ambitious and technically strong adviser who enjoys working with quality clients and building trusted long-term relationships.
For a confidential discussion, please contact NJR Recruitment quoting NJR16667