Financial Planner

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.

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.

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.