Fram is partnering with an established independent financial planning firm to recruit an experienced Financial Adviser for its Somerset team. The role focuses on servicing an existing client base, conducting reviews and delivering high-quality financial planning advice via Teams and telephone appointments.
You will manage ongoing client relationships, review financial circumstances and provide advice across pensions, trusts and inheritance tax. Hybrid working is offered.
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Hybrid Desk-Based Financial Adviser for Client Planning 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.
