Senior Financial Planner – Private Wealth, Cornwall

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 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