Fram is working with a nationwide independent financial advice and investment management group that combines an inclusive culture with a professionally focused operating environment. The firm provides advisers with access to a broad range of products, solutions, and services, supported by an experienced management team with deep sector knowledge and a reputation for professional excellence. The firm is looking to engage with an experienced Financial Planner to take on an established book of clients from an adviser who is retiring within the next year. The retiring adviser will step back once a replacement is in place, using the transition period to introduce the new planner to clients and ensure a smooth handover. The role involves maintaining strong client relationships, providing advice in line with regulatory standards, and working closely with support teams to deliver consistent, high-quality service throughout the transition. This role may appeal to someone with strong technical knowledge, excellent client relationship skills, and a diligent, professional approach. Experience managing high-net-worth clients, understanding FCA principles, and operating within a compliant, ethical advisory environment will be important for success. Key requirements include: • Level 4 qualification (DipPFS, DipFA, or CISI Level 4 Diploma in Financial Advice) • Chartered status or working towards (Adv.DipFA, APFS, Level 6 CISI) • At least 3–5 years’ experience in a similar advisory role • Experience using Intelligent Office (IO) is beneficial Applicants must have the right to work in the UK.