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Financial advisor

Cambridge
Permanent
Financial advisor
Posted: 12h ago
Offer description

Fram is working with a growing independent financial planning firm that is looking to engage with a Financial Adviser to join its Cambridge office. The business has an established and active client base, with new enquiries generated internally, and is continuing to invest in local growth. Clients are provided, alongside the expectation that advisers contribute to developing additional relationships over time. The role centres on delivering holistic financial planning advice through face-to-face meetings and ongoing in-person client engagement. Advisers are supported by paraplanners and administrators, allowing time to focus on advice quality and relationship development across investments, pensions, protection, and tax planning. The environment is professional and well organised, with experienced management and a clear emphasis on long-term client outcomes rather than short-term transactions. This may appeal to a Level 4 qualified adviser who enjoys meeting clients directly and building lasting relationships within a defined regional market. The role suits someone comfortable managing an existing portfolio while continuing to grow their presence locally through referrals and professional connections. Earning potential reflects both portfolio stewardship and new client development. Applicants must have the right to work in the UK.

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