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Client:
Fram Search
Location:
mansfield, United Kingdom
Job Category:
Other
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EU work permit required:
Yes
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Job Views:
4
Posted:
10.06.2025
Expiry Date:
25.07.2025
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Job Description:
Fram is working with a Chartered Financial Planning firm with offices across the UK. Due to growth within the team, our client is looking for a Financial Planner to take over a client bank covering Nottingham. The role is employed, and advisors are not required to bring clients with them but to grow and develop the book for clients they are given. Advisors have dedicated paraplanning and administration teams to support them. This is a great opportunity for an experienced advisor from either an independent or restricted background, who will struggle to move clients from their current firm. As a Chartered firm, our client would like the advisor to be Chartered or close to it.
The role involves providing clients with specialist advice on managing their money, researching the marketplace, and recommending appropriate products and services to meet clients' needs.
Responsibilities include:
* Contacting clients and setting up meetings, either within an office environment or in clients' homes or business premises
* Conducting in-depth reviews of clients' financial circumstances, current provisions, and future aims
* Analyzing information and preparing plans suited to individual clients' requirements
* Completing risk analyses
* Researching the marketplace and providing clients with information on new and existing products and services
* Assisting clients to make informed decisions
* Researching information from various sources, including providers of financial products
* Reviewing and responding to clients' changing needs and financial circumstances
* Keeping up to date with financial products and legislation
A successful candidate will be an experienced Chartered Financial Advisor or working towards Chartered status. The firm may consider candidates with a Diploma if willing to complete the Chartered exams. Candidates should have experience in growing and managing a diverse client bank.
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