https://jobs.co.uk/job/associate-adviser-recruit-uk--be42834b-5989-4bd1-959a-35d92ade25a6 RSS feed for Associate Adviser at Recruit UK. en-gb Wed, 01 Jul 2026 23:54:59 GMT https://jobs.co.uk/job/associate-adviser-recruit-uk--be42834b-5989-4bd1-959a-35d92ade25a6 https://jobs.co.uk/job/associate-adviser-recruit-uk--be42834b-5989-4bd1-959a-35d92ade25a6 Wed, 01 Jul 2026 11:52:25 GMT Location: Cheltenham | Salary: 50000.00-50000.00 Annual | Type: Permanent | Job Title: Associate AdviserIndustry: Financial Planning Location: Cheltenham Salary: £50-70,000Job Reference: 10235Job Description:Are you a technical paraplanner, looking to step into Financial Advice?Or perhaps you have experience as an IFA, doing your own paraplanning, but looking for a new opportunity that can offer a client book?We are working on a unique and exciting opportunity for a Paraplanner or Financial Adviser to join a Financial Planning firm near Hereford. This role will see you working closely alongside the MD of the firm, taking over an existing HNW client book over the course of a year or two. Whilst you build up the client relationships, and the MD transitions away from the book, you will supporting with paraplanning duties for that client book. Duties: Writing technical suitability reports and product research Cashflow modelling Attending client meetings and building upon the strong relationships Working closely with the other IFA''s, and back office team Eventually taking over a client book and managing this independently, offering holistic adviceAdhering to strict FCA regulations and ensuring compliance regulations metBenefits:Highly competitive salary depend... Permanent