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Financial planner

Permanent
Financial planner
£50,000 a year
Posted: 17 June
Offer description

Fram are working on a great opportunity to join a growing Financial Planning firm based in Somerset. Our client is looking to hire a Financial Advisor to take over a book of client and join their established team. They have full paraplanning and Administration support on a 1 to 2 bases, the firm are independent deal with pension, investment, IHT and mortgages. Our client offers exceptional training and the chance to accelerate both your earnings and career development. Unlike many firms, they do not require advisers to bring a client book, but they are looking for individuals who are open to coaching and eager to develop their skills. They will support you in building on the client book they give you and offer a steady stream of high-quality leads. Key responsibilities : Provide holistic financial planning advice to existing and potential clients, identifying and delivering suitable solutions tailored to their financial needs. Focus on delivering good client outcomes within an FCA regulated environment, maintaining compliance with all relevant financial regulations and standards. Build and maintain long-term relationships with clients, providing ongoing advice and service as required. Continuously strive for professional development with an ambition to achieve Chartered status. Stay informed about market trends, regulatory changes, and financial products to provide the best advice possible. Comply with the relevant compliance, TCF, T&C and financial crime (anti-money laundering, data security, anti-bribery, fraud and corruption) procedures of the firm at all times Follow appropriate ethical standards within the firm at all times and comply with the Financial Services and Markets Act 2000 and relevant FCA rules at all times To be responsible for the proactive and positive implementation of Consumer Duty, to pay due regard to the interests of customers and treat them fairly, act in good faith towards retail customers, avoid causing foreseeable harm and enable and support retail customers to pursue their financial objectives. Above all, the aim is to deliver good outcomes for customers at all times We are keen to hear from qualified Financial Advisers. Level 4 applicants are welcome, though those with higher qualifications will be at an advantage. You should have a track record of retaining and developing client relationships, even if your experience is still growing. This is a fantastic opportunity to join a forward-thinking firm that truly invests in its advisers. If you are ambitious, eager to learn, and ready to take your career to the next level, we would love to hear from you

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