Job Description
Clients provided.
Fram is working with a well-established financial planning firm recognised for its thoughtful, client-led approach. The business helps individuals and families make informed decisions about their finances through holistic planning and tailored investment management. Continued growth has created the need to engage with an experienced Financial Adviser to take responsibility for an existing portfolio of clients.
This is a client-facing position focused on advice delivery and long-term relationship management. Advisers benefit from strong paraplanning and administrative support, allowing them to dedicate more time to clients and to the quality of advice provided. There is no expectation to bring a client book, and the firm’s established reputation ensures a consistent flow of introductions and referrals.
The role involves understanding clients’ goals, developing personalised financial plans, and reviewing strategies across investments, pensions, protection, and tax-efficient planning. Advisers are encouraged to work collaboratively, contributing to a professional culture built on integrity, high standards, and shared success.
This may appeal to a Diploma-qualified adviser seeking a stable, well-resourced environment where professional development and genuine client relationships are prioritised. The firm’s modern Buckinghamshire office supports a collegiate way of working.
Applicants must have the right to work in the UK.