Chartered IFA

Chartered Financial Planner - Cheltenham, South West England

Ref: 658Friday 13 May 2022

£40,000 - £80,000

An independent financial planning practice with offices across the South West are hiring for an IFA.


In addition to a pool of candidates already based locally, the business are currently in the process of purchasing an additional book of business for the successful candidate to inherit.


Case sizes are a minimum of £200,000 covering Pensions, Investments and Tax requirements.


Working Here


Our people make our business. Without them, we can’t hope deliver the best service to our clients. So whether it’s offering dynamic working, so no-one has to choose between their career and family. Supporting someone through exams, or simply ensuring everyone has the resources they need to do what they do best. We back our team to succeed.




  • Quarterly Bonus
  • Remote & Flexible Working
  • Client Bank Provided
  • 25 Days Annual Leave
  • Pension 5% Matched
  • 6 x Life Assurance
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