Chartered Financial Adviser in West Bromwich

Fram is working with a well-established wealth management firm with a long-standing presence in the South West. The business is looking to engage with a Chartered Financial Planner, or someone close to achieving Chartered status, to take responsibility for an established portfolio of clients in Somerset. The role sits within a stable and professional environment with strong internal support and a clear focus on long-term client relationships.
The client base is made up primarily of high net worth families and individuals with ongoing planning needs. Advisers work with a sizeable and well-maintained portfolio, allowing time to focus on advice quality, regular reviews, and deeper client engagement. While the firm benefits from internal referrals and introductions, there is also scope to develop relationships through professional connections and local networks for those who enjoy that aspect of the role.
The position involves delivering holistic financial planning across investments, pensions, and wider wealth structuring, supported by dedicated paraplanning, administration, and in-house compliance teams. This structure allows advisers to spend the majority of their time with clients rather than on
operational tasks. Hybrid working is in place, with flexibility balanced against the needs of clients and the wider team.
This may appeal to an experienced adviser who enjoys working with established clients and values a relationship-led approach to planning. A strong technical foundation, experience advising higher-value clients, and a collaborative mindset will be important, along with an ongoing commitment to professional standards and development.
Applicants must have the right to work in the UK.

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