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
”, “datePosted”: “2026-05-22”, “hiringOrganization”: { “@type”: “Organization”, “name”: “NJR Recruitment”, “sameAs”: “https://uk.whatjobs.com/pub_api__cpl__439327810__4861?utm_campaign=publisher&utm_medium=api&utm_source=4861&geoID=719” }, “jobLocation”: { “@type”: “Place”, “address”: { “@type”: “PostalAddress”, “addressLocality”: “Cheltenham” } } }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
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