- Salary + bonus
- Hybrid working
- Established independent financial planning firm
Fram is working with an established independent financial planning firm that is looking to engage with an experienced Financial Adviser to join its team in Cumbria. The business has a strong values-led culture, with a genuine emphasis on putting clients first and developing relationships over the long term.
The role offers an existing portfolio of clients to look after, providing the opportunity to focus on delivering high-quality holistic financial planning and developing those relationships over time. The emphasis is on understanding what matters to clients, providing thoughtful advice, and ensuring they continue to receive a consistently high standard of service.
The firm has an established advice and support structure and provides advisers with the resources needed to focus on client relationships and financial planning. The culture is professional and collaborative, with a long-term approach to both clients and colleagues.
This may appeal to an experienced Financial Adviser who values independence, good-quality client work, and being part of a business where advice is driven by client needs rather than short-term commercial pressures. Strong relationship management skills, a professional approach, and a genuine commitment to delivering good client outcomes will be important.
The role offers considerable flexibility, with an expectation of spending approximately one to two days per week in the office in Cumbria.
Applicants must have the right to work in the UK.
Financial Adviser in Kendal employer: Fram Search Careers
Fram is an exceptional employer for those looking to make a meaningful impact in the startup ecosystem. With a focus on innovation and entrepreneurship, employees benefit from a flexible remote work environment, competitive compensation including equity potential, and opportunities for professional growth by developing expertise in EIS and SEIS processes. The collaborative culture encourages direct engagement with founders, allowing team members to take ownership of their work while contributing to the success of pioneering businesses.
