Senior Financial Planner – Holistic Wealth HNW Clients
Job in
Cheltenham, Gloucestershire, GL50, England, UK
Listed on 2026-01-19
Listing for:
Nigel James Associates Ltd
Full Time
position Listed on 2026-01-19
Job specializations:
-
Finance & Banking
Financial Consultant, Wealth Management, Financial Advisor
Job Description & How to Apply Below
A leading Investment and Wealth Management firm in Cheltenham is seeking an experienced Financial Planner to join their team. The role involves delivering holistic financial advice to high net worth clients while collaborating with Investment Managers. Ideal candidates will be confident advisers, minimum Level 4 qualified, and ideally Chartered or on the path to achieving. This position offers long-term career development and the chance to contribute to shared team objectives, fostering a quality-driven environment.
#J-18808-Ljbffr
Position Requirements
10+ Years
work experience
Note that applications are not being accepted from your jurisdiction for this job currently via this jobsite. Candidate preferences are the decision of the Employer or Recruiting Agent, and are controlled by them alone.
To Search, View & Apply for jobs on this site that accept applications from your location or country, tap here to make a Search:
To Search, View & Apply for jobs on this site that accept applications from your location or country, tap here to make a Search:
Search for further Jobs Here:
×