Financial Planner

Financial Planner - £80,000 DOE – Hereford or Cheltenham – 1 day/week in office I'm currently partnered with a bespoke financial planning firm, who are looking for a Financial Planner to join their team in their Cheltenham or Hereford office. This company holds an outstanding reputation, which sets it apart from their competition on the market, specialising in providing a premium service, they work with high net-worth clients with the focus on client longevity.
With a client bank supplied, this individual needs to have experience managing high net-worth clients, and have a successful history of being able to deliver a high quality service.
Requirements: Minimum level 4 qualified is a must. Experience of giving regulated advice and ideally CAS / SPS Be able to demonstrate strong client service skills Need to be passionate, proactive, and be able to self-motivate. Perks: 25 days annual leave + bank holidays. An impressive 30% of all new business income. Hybrid working – Just 1 day/week at either of their offices. Discretionary bonus. 6% pension contribution. Wellbeing programme. Death in service 4x gross salary. Study support available to become Chartered. The successful candidate will need to be relatively local to Cheltenham or Hereford and be Level 4 Diploma qualified, with a preference for Chartered.
If this role sounds like it could be for you, and you would like some more information please send your CV to
Financial Planner - £80,000 DOE – Hereford or Cheltenham – 1 day/week in office