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Wealth Planner

Synchronicity GroupCheltenham, Gloucestershire£70,000 - £80,000 per annum
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Job Description

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Wealth Planner, Cheltenham. c£80,000 Excellent Bonus & Benefits We are partnering with a highly regarded wealth management firm to recruit a Wealth Planner into their Cheltenham office. This is a business with a strong, established culture where people tend to stay for the long term. Good people, no politics, and a genuine commitment to doing things properly. There are no new business targets, no expectation to build your own client book, and no BD pressure. Clients are won and managed by the …

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New Entrant Eligible (2026)

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7 Aug 2026

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