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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