Hybrid Desk-Based Financial Adviser for Client Planning

Fram Search; West of England; Hybrid; GBP 45,000 - 65,000; Full time

Job summary

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.

Qualifications

• Minimum 3 years' experience providing independent financial advice.
• Level 4 Diploma in Financial Planning required.
• Proactive, well organized and able to own client relationships.
• Strong knowledge of pensions, trusts and inheritance tax.

Responsibilities

• Provide high-quality financial planning advice to an existing client base.
• Conduct reviews and manage ongoing client relationships.
• Utilize technology such as cashflow modelling, research systems and CRM to support the advice process.
• Deliver guidance mainly via Teams and telephone appointments with hybrid working.

Skills

Client relationship management

Communication skills

Financial planning

Pensions knowledge

Education

Level 4 Diploma in Financial Planning

Tools

CRM platforms

Cashflow modelling

Job description

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.