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