Fram is working with an established financial services firm that is looking to engage with an experienced Financial Adviser to join its growing remote team. This is a remote role with an existing client base, offering the opportunity to focus on delivering high-quality financial advice rather than generating new business.
The position involves providing advice across investments, pensions and protection, conducting client reviews, assessing financial circumstances and making suitable recommendations. Client meetings are conducted remotely, with an emphasis on building long-term relationships, understanding individual financial needs and delivering a consistently high standard of service.
The firm has an established advice proposition and a supportive working environment, with advisers working closely with colleagues to ensure clients receive personalised financial planning. The role offers a good level of autonomy, alongside the support of an experienced wider team.
This may appeal to an experienced Financial Adviser who enjoys client interaction and prefers a role focused on advice delivery and relationship management rather than business development. Applicants must hold a Level 4 Diploma in Financial Advice and have previous experience providing regulated financial advice. Strong technical knowledge, good communication skills and sound professional judgement will be important.
The business offers the opportunity to develop within a growing advice function, with an established client base, a collaborative culture and the flexibility of remote working.
Applicants must have the right to work in the UK.
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Financial Adviser employer: Fram Search
Join a dynamic and supportive independent financial planning firm that prioritises your professional growth as a Junior Financial Planner. With a clear path to becoming a qualified adviser, you'll benefit from hands-on mentorship, a collaborative work culture, and opportunities to engage directly with clients while honing your skills in a thriving environment.