Fram is partnering with an established financial planning firm to recruit a Financial Adviser to support their client base across the South West. The role focuses on delivering holistic financial planning and maintaining strong client relationships with support from paraplanners and administrators.
The ideal candidate has at least two years within an independent financial planning environment, Level 4 Diploma, and a solid understanding of pensions, investments, trusts and inheritance tax
#J-18808-LjbffrClient-Focused Financial Adviser- Holistic Planning, Travel in Hounslow employer: Fram Search
Join a well-established boutique Financial Services firm in Greater Manchester that prioritises a people-first culture and offers a supportive work environment. As an Office Manager, you will enjoy autonomy in your role while contributing to a collaborative team atmosphere, with opportunities for personal growth and the chance to make a meaningful impact on both internal culture and client experience.
