Fram Search in Cornwall is seeking an experienced Senior Financial Planner to deliver holistic financial planning for private clients, covering investments, pensions, retirement planning, protection and estate planning. You will build and manage long-term client relationships, collaborate with paraplanners and administrators, and grow the business through referrals and networks.
Applicants should hold a Level 4 Diploma in Financial Advice, with Chartered status or progress toward it welcome, and
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Senior Financial Planner – Private Wealth, Cornwall 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.
