Financial Planner

Posted:	23/01/26
Recruiter:	Ellis James Partners Ltd
Reference:	3062175275
Type:	Permanent
Salary:	£65,000 - £75,000 Annual
Location:	Gloucestershire
Description:	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 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
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Financial Planner

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