Fram is working with an established wealth management firm that is looking to engage with an experienced Senior Financial Planner to support its continued development in Cornwall. The business has a strong reputation for providing high-quality financial advice and is interested in speaking with individuals who enjoy building long-term client relationships.
The position involves providing holistic financial planning advice to private clients, covering investments, pensions, retirement planning, protection and estate planning. There is a particular emphasis on understanding clients' wider financial circumstances, developing appropriate strategies and maintaining relationships over the long term.
The successful individual will manage and develop client relationships, working closely with paraplanners, administrators and other colleagues to ensure clients receive a consistently high standard of service. There is an expectation to develop new relationships through professional connections, referrals and existing networks.
Applicants should hold a minimum Level 4 Diploma in Financial Advice, with Chartered status or progress towards it particularly welcome. Experience advising high-net-worth clients, together with strong technical knowledge and commercial judgement, would be advantageous.
The business offers an established infrastructure, access to experienced colleagues and the opportunity to work with clients across Cornwall and the wider South West. The firm is particularly interested in individuals who take a relationship-led approach to financial planning and value the opportunity to make a meaningful contribution to a growing business.
Applicants must have the right to work in the UK.
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Senior Financial Planner 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.
