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Financial planner - somerset

Permanent
Financial planner
£55,000 - £65,000 a year
Posted: 17 December
Offer description

Fram is working with a well-established independent wealth management firm recognised for its high standards of client-focused financial planning. The firm has a strong reputation and continues to grow, creating the need to engage with an experienced Independent Financial Adviser to support its expanding client base. The role involves providing holistic financial planning advice to a varied portfolio of clients, supported by a dedicated paraplanning and administrative team. The adviser will work collaboratively within a close-knit group of professionals who share a focus on quality advice, compliance, and long-term client relationships. The environment is professional and fast-paced, with strong operational support and ongoing professional development. This may appeal to an adviser with at least three years’ experience in an independent financial planning setting and a minimum Level 4 Diploma in Financial Planning (or working towards Chartered status). A sound technical understanding of pensions, trusts, and inheritance tax planning would be advantageous, as would confidence using financial planning systems such as Intelligent Office and cashflow modelling tools. Applicants must have the right to work in the UK

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