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Financial advisor - client base to manage

Taunton
Permanent
Financial advisor
£60,000 - £70,000 a year
Posted: 9h ago
Offer description

Does you career in financial planning feel a little stagnant? Finding it hard to grow your client base? Fram is working with a growing independent financial planning firm based in Bristol. The business is looking to engage with a Chartered Financial Planner to take responsibility for a portfolio of high-net-worth clients, many with assets in excess of £1m. The firm benefits from a strong referral network and consistent client inflows, meaning there is no expectation to bring a client book. The role involves providing holistic financial planning and investment advice to an established client base, supported by dedicated paraplanners and administrators on a 1:2 basis. Advisers are encouraged to work with a high degree of autonomy, tailoring solutions across investments, pensions, protection, and tax planning to meet individual client needs. The environment is professional and collaborative, with a focus on quality and long-term relationships. This may appeal to someone who is Chartered or close to achieving Chartered status, and who values the opportunity to work with engaged clients in a well-supported setting. Experience advising high-net-worth individuals is beneficial, though a thoughtful, client-led approach and commitment to ethical, compliant advice are of equal importance. Applicants must have the right to work in the UK.

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