modern approach

traditional values

Financial Planner

Location: Cheltenham, Gloucestershire

Salary: £40,000 - £55,000

Type: Permanent

Category: Financial Planning

Ref: SW/2431

Are you a technically minded Financial Planner who would like to work from home whilst closely assisting the owner/director of a successful financial planning business?  

Exciting development plans are in place where the business will develop in a genuinely different and interesting area of financial planning - they believe they can do a lot more, things that ‘push the envelope’ and will help further add to the positive difference they believe they make to their clients.

If so, this is a great chance for you to get involved with some very interesting client-work. You’ll accompany the owner on client-meetings, carry out follow-up work and annual reviews; the beauty of this position is that there is no requirement for you to ‘bring your own clients’ – we’re looking for a quality financial planner with strong technical ability too; someone who is able to quickly make an impact to the overall business, you’ll be comfortable handling more complex issues and ideally be working towards Chartered and or Certified status. .

This successful true Financial Planning firm, with offices in Cheltenham & London, stand out from other firms in that they:

  • Have no interest in playing the ‘numbers game’, hoovering up clients just to help turnover
  • Work only with a select number of clients, which means they have plenty of time available to spend with each of them
  • Provide financial planning advice to clients whose circumstances are really interesting and challenge them to provide bespoke solutions; their typical client is not an average client and they are all most certainly not a number.

This is largely a home-based role, giving you less wasted journey/commute time and more flexibility; however, some travel will be involved accompanying the owner on client meetings; clients are situated around the South East, Midlands and the Cotswolds.

Key facts:

Full time plus option for flexible hours to ensure good work-life balance

No daily commute; home-based position

Salary: £40,000 - £55,000  

25 Days holiday pro-rata

3% Employer pension contribution

Private Medical Care


Next steps:

If this interests you and you’d like to find out more, please apply now or call Jess Wood on 0117 962 5005; we can then discuss this is more detail and ascertain if you’d like to be presented for the opportunity. 

All applications are read thoroughly; if you don’t receive a response within 2-3 working days it will be because on this occasion your application hasn’t been successful. The only reason you’ll be deemed unsuccessful will be due to you not having the key experience or the right level of professional qualifications for the position.

By applying for this position you agree to Sandringham Wood processing your personal data, in line with our privacy notice


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Jess was a great help in matching me with a company that fitted with where I wanted to work. She then helped get me to an interview and the help provided preparing was very useful. I also had great help from the rest of the team and was...

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