Financial Adviser
1 week ago
Overview Financial Planner – Join a Modern, Client-First Firm | 1 day a week in the office A new kind of financial planning business is growing fast — and they’re looking for an exceptional Chartered Financial Planner to join their ambitious team. This is not your typical firm. Forget bureaucracy and stale office culture: this business runs on the energy of a start-up, with the professionalism and credibility of an established practice. Lean, tech-driven, and relentlessly client-first, it offers the independence to build your own client book with the backing of a high-performance team. The team works mostly remotely, but when they come together, it’s at a beautiful co-working space in the Cotswolds — a refreshing alternative to the corporate grind. Salary £50,000 - £60,000 + Bonus Responsibilities This role suits someone who thrives in a fast-paced, small-team environment and takes ownership of both client outcomes and business growth. Ability to take on new leads and onboard customers Qualifications Qualified Financial Planner. Experienced in client-facing financial planning, delivering high-quality advice. Capable of building and managing your own client book, with the discipline to work independently. What’s on Offer Competitive salary + bonus + potential equity. Mostly remote working (4 days at home, 1 in-office). Unlimited holiday. A supportive, high-performance culture. Exposure to complex, high-value planning cases. A small, ambitious team where your work is visible, valued, and expected to be outstanding. #J-18808-Ljbffr
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Mortgage Adviser
2 days ago
Cheltenham, Gloucestershire, United Kingdom Attivo Group Full timeMortgage Adviser - GloucestershireAbout Attivo:Attivo are Lifestyle Financial Planners.We're a privately owned company. We prefer it that way. It means we're free to do what we feel is best for our clients and our people. Our work is all about our clients. We pride ourselves on being completely transparent, open and honest – an approach that builds trust...
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Mortgage Adviser Gloucestershire
1 week ago
Cheltenham, United Kingdom Attivo Group Full timeMortgage Adviser - GloucestershireAbout Attivo:Attivo are Lifestyle Financial Planners.Were a privately owned company. We prefer it that way. It means were free to do what we feel is best for our clients and our people. Our work is all about our clients. We pride ourselves on being completely transparent open and honest an approach that builds trust with our...
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Financial Planner
1 week ago
Cheltenham, United Kingdom Ortus PSR Ltd. Full timeOverviewThis is a financial planning firm built around people, not profit. Its mission is to deliver exceptional client outcomes while creating an environment where advisers can thrive. As an employed Financial Adviser, you’ll join a progressive, high‑growth business that values initiative, accountability, and collaboration. You’ll have the freedom to...
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Financial Services Administrator
6 days ago
Cheltenham, United Kingdom H2R Selection Limited Full time**Financial Services Administrator** **Cheltenham** **£18,000 - £24,000/annum** Our client, a successful financial advisory firm, has an exciting opportunity for an Administrator to join their Cheltenham based team. **The role**: - Prepare and update values for all clients’ investments and pensions to the required standard. - Gather Information for...
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Adviser Support
1 week ago
Cheltenham, United Kingdom Wealth Harbour Full time**Company profile**: The Wealth Harbour is a boutique financial planning and wealth advisory firm. We look after a small number of clients to plan and manage their family wealth. This includes providing regulated financial advice on savings, Pensions & onshore and offshore investment accounts for both individuals and trusts. We work with our clients to build...
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Employed Financial Planner
6 days ago
Cheltenham, United Kingdom Ortus PSR Full time**Employed Financial Planner** **Location: Cheltenham** **Salary: £30,000 - £60,000 + OTE** This is an excellent opportunity at a bespoke financial planning firm, based in the heart of Cheltenham. Due to an extremely fruitful period of business, they are now looking to expand by adding a new member to the Financial Planning team. **The...
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Experienced Mortgage Adviser Gloucestershire
1 week ago
Cheltenham, United Kingdom Attivo Group Full timeExperienced Mortgage Adviser - GloucestershireAbout Attivo:Attivo are Lifestyle Financial Planners.Were a privately owned company. We prefer it that way. It means were free to do what we feel is best for our clients and our people. Our work is all about our clients. We pride ourselves on being completely transparent open and honest an approach that builds...
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Mortgage and Protection Adviser
4 days ago
Cheltenham, United Kingdom Spicerhaart Group Ltd. Full timeOverviewMortgage and Protection Adviser – Worcester –To be considered for this role, you must hold CeMAP qualification or equivalent.Gloucester based business but can work fully remote in the Worcester areaA long standing and successful principle in the Just Mortgages business is looking to grow their team. They are looking for an experienced/aspiring...
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Trainee Mortgage Adviser
10 hours ago
Cheltenham, United Kingdom Ellis James Partners Full timeThis range is provided by Ellis James Partners. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.Base pay rangeDirect message the job poster from Ellis James PartnersThe Wealth Management Recruiter | SJP Preferred Partner | IFA ‣ Advisers ‣ Paraplanners ‣ Support Staff | Founder of Ellis James...
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Mortgage and Protection Adviser
1 week ago
Cheltenham, Gloucestershire, United Kingdom Spicerhaart Full time £30,000 - £60,000 per yearOverview Mortgage and Protection Adviser– Worcester –To be considered for this role, you must hold CeMAP qualification or equivalent.Gloucester based business but can work fully remote in the Worcester areaA long standing and successful principle in the Just Mortgages business is looking to grow their team. They are looking for an experienced/aspiring...
