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Financial planner - national firm

York (North Yorkshire)
Fram Search
Financial planner
Posted: 27 April
Offer description

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

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