Financial Planner
We are recruiting an experienced Financial Planner to join a national independent financial planning and investment management group. The role involves taking responsibility for an established portfolio of long‑standing clients, ensuring client continuity and service delivery.
Responsibilities
- Maintain existing client relationships and conduct regular reviews.
- Deliver advice in line with FCA standards.
- Work closely with paraplanners and central support teams to prioritize client engagement and advice quality over administration.
- Operate within a robust compliance framework and advise higher‑value clients.
Qualifications
- Level 4 qualified adviser with several years of experience.
- Experience advising higher‑value clients and operating within a robust compliance framework.
- Familiarity with Intelligent Office is beneficial, though not essential.
- Right to work in the United Kingdom.
Study and Employment Details
- Seniority level: Mid‑Senior level
- Employment type: Full‑time
- Job functions: Customer Service, Finance, and Analyst
- Industries: Investment Management and Financial Services
- Location: North Yorkshire, England, United Kingdom
Pay range is based on skills and experience — talk with your recruiter to learn more.
MD @ Fram Search | Financial Services Recruitment Leader | great people = a great business
