Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Provide tailored financial planning and investment advice to high-net-worth clients.
- Company: Growing independent financial planning firm based in Bristol.
- Benefits: Supportive environment with dedicated paraplanners and administrators.
- Why this job: Work autonomously with engaged clients and make a real impact.
- Qualifications: Chartered Financial Planner or close to achieving Chartered status.
- Other info: Professional, collaborative culture focused on long-term client relationships.
The predicted salary is between 36000 - 60000 £ per year.
Fram Search is recruiting for a growing independent financial planning firm based in Bristol. The business is looking to engage with a Chartered Financial Planner to take responsibility for a portfolio of high‑net‑worth clients, many with assets in excess of £1m. The firm benefits from a strong referral network and consistent client inflows, meaning there is no expectation to bring a client book.
The role involves providing holistic financial planning and investment advice to an established client base, supported by dedicated paraplanners and administrators on a 1:2 basis. Advisers are encouraged to work with a high degree of autonomy, tailoring solutions across investments, pensions, protection, and tax planning to meet individual client needs. The environment is professional and collaborative, with a focus on quality and long‑term relationships. This may appeal to someone who is Chartered or close to achieving Chartered status, and who values the opportunity to work with engaged clients in a well‑supported setting. Experience advising high‑net‑worth individuals is beneficial, though a thoughtful, client‑led approach and commitment to ethical, compliant advice are of equal importance. Applicants must have the right to work in the UK.
Key Responsibilities- Provide holistic financial planning and investment advice to high-net-worth clients.
- Utilize paraplanner and administrative support to deliver tailored solutions.
- Maintain autonomy while ensuring compliance with regulatory standards.
- Foster long-term, quality client relationships.
- Qualified as a Chartered Financial Planner (or close to achieving Chartered status).
- Experience advising high‑net‑worth individuals.
- Client‑led approach with strong ethical and compliance focus.
- Strong communication and interpersonal skills.
- Seniority level: Mid‑Senior level
- Employment type: Full‑time
- Job function: Finance and Customer Service
- Industry: Investment Management and Financial Services
- Location: Yeovil, England, United Kingdom
Financial Advisor - client base to manage employer: Fram Search
Contact Detail:
Fram Search Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Advisor - client base to manage
✨Network Like a Pro
Get out there and connect with people in the industry! Attend networking events, join financial planning groups, and don’t be shy about reaching out to potential contacts on LinkedIn. Building relationships can lead to referrals and opportunities that you won’t find on job boards.
✨Showcase Your Expertise
When you get the chance to meet with potential employers or clients, make sure to highlight your knowledge and experience. Share case studies or examples of how you've successfully managed high-net-worth clients in the past. This will help you stand out as a candidate who can deliver results.
✨Prepare for Interviews
Do your homework before any interview! Research the firm, understand their client base, and be ready to discuss how you can contribute to their success. Practise common interview questions and prepare some thoughtful questions of your own to show your interest.
✨Apply Through Our Website
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love seeing candidates who take the initiative to engage directly with us. Let’s get you that dream job!
We think you need these skills to ace Financial Advisor - client base to manage
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that align with the role of a Financial Advisor. Highlight your experience with high-net-worth clients and any relevant qualifications, like your Chartered status.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about financial planning and how you can contribute to our collaborative environment. Be sure to mention your client-led approach and commitment to ethical advice.
Showcase Your Communication Skills: As a Financial Advisor, strong communication is key. In your application, demonstrate your ability to convey complex financial concepts clearly and effectively. This will show us that you can build those long-term relationships we value.
Apply Through Our Website: We encourage you to apply directly through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at Fram Search
✨Know Your Stuff
Make sure you brush up on your financial planning knowledge, especially around investments, pensions, and tax planning. Be ready to discuss how you would tailor solutions for high-net-worth clients, as this will show your expertise and understanding of their unique needs.
✨Showcase Your Client-Centric Approach
Prepare examples that highlight your client-led approach. Think about times when you've successfully built long-term relationships or provided ethical advice. This will demonstrate that you align with the firm's values and can maintain the quality of service they expect.
✨Communicate Clearly
Strong communication skills are key in this role. Practice explaining complex financial concepts in simple terms. During the interview, be clear and concise in your responses, and don’t hesitate to ask clarifying questions if needed. This shows you’re engaged and keen to understand.
✨Emphasise Teamwork
Since the role involves working closely with paraplanners and administrators, be prepared to discuss your experience in collaborative environments. Share examples of how you’ve worked effectively in a team to deliver tailored solutions, as this will highlight your ability to thrive in their professional and supportive setting.