Fram is working with an established financial planning firm that is looking to engage with a Financial Adviser to support its client base across the South West. The business has an established reputation for delivering high-quality, client-focused advice and provides advisers with the support needed to focus on long-term client relationships. No book required.
The role involves working with existing clients delivering holistic financial planning across pensions, investments, retirement planning, and wider wealth management needs. Advisers are supported by dedicated paraplanners and administrators, allowing them to focus on providing advice and maintaining excellent client outcomes
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This may appeal to an experienced Financial Adviser with at least two years' experience within an independent financial planning environment. Level 4 Diploma qualified advisers will be considered. A sound understanding of pensions, investments, trusts, and inheritance tax planning will be important, together with experience of financial planning systems and cashflow modellin
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Applicants must have the right to work in the U.K. and the role will involve trav
Financial Advisor (South West) 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.
