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Financial advisor - strong lead flow

London
Permanent
Financial advisor
£55,000 - £65,000 a year
Posted: 6 November
Offer description

Clients and leads provided. Fram is working with a growing financial planning firm based in Central London which has developed a distinctive and consistent source of new client introductions. The business is looking to engage with a Financial Planner to join its established advisory team. This is a genuine opportunity to build and manage a high-quality client base, with leads and referrals provided, and without the need to bring existing clients. The firm provides independent advice across investments, retirement planning, estate planning, and inheritance tax. Advisers benefit from robust administrative and paraplanning support, allowing them to focus on delivering client-facing work and maintaining strong relationships. The environment is professional and collaborative, with hybrid working arrangements and a culture that values integrity and long-term thinking. This role may appeal to an experienced adviser seeking a setting where client acquisition is supported and professional development is encouraged. It may equally suit someone who has built a solid technical foundation and now wants the opportunity to grow a sustainable book of clients within a well-resourced, high-quality firm. Candidates should hold the Level 4 Diploma in Financial Planning (or equivalent), with higher qualifications welcomed. Applicants must have the right to work in the UK.

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