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Financial adviser - client base to manage

Permanent
Financial advisor
Posted: 7h ago
Offer description

Fram is working with an independent financial planning firm that is continuing to grow through client referrals and long-standing relationships. The business is looking to engage with an experienced Financial Adviser to take responsibility for a significant and active client portfolio. The client base is well established, allowing the focus to remain on advice delivery, relationship management, and long-term planning rather than prospecting. The role involves providing holistic financial planning across investments, pensions, protection, and tax-efficient strategies. Advisers are supported by experienced paraplanners and administrators, enabling time to be spent with clients and on the quality of planning work. The environment is professional and collaborative, with an experienced management team and a clear emphasis on maintaining high advice standards. This may appeal to a Level 4 qualified Financial Adviser who enjoys working closely with clients and managing ongoing relationships. The position suits someone comfortable taking responsibility for a meaningful client portfolio while maintaining consistent service and regulatory standards. Strong communication skills, sound technical knowledge, and a thoughtful approach to financial planning will be important. The firm is particularly keen to speak with individuals who are available to start within one month or less, although all applications will be considered on their merits. Applicants must have the right to work in the UK.

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