Senior Financial Planner

Fram Search; England; On-site; GBP 55,000 - 75,000; Full time

Job summary

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

Qualifications

• Minimum Level 4 Diploma in Financial Advice.
• Chartered status or progress toward it is welcome.
• Experience advising high-net-worth clients is advantageous.

Responsibilities

• Provide holistic financial planning for private clients (investments, pensions, retirement, protection, and estate planning).
• Manage and develop client relationships with paraplanners, administrators and colleagues to ensure high service standards.
• Develop new client relationships through professional connections, referrals and networks.

Skills

Relationship building

Financial planning

Client advisory

Communication

Education

Diploma in Financial Advice (Level 4)

Chartered status or progress toward it

Job description

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.