Financial Service Planner

1 day ago


Devon, United Kingdom Fram Search Full time

50K - £80K + bonus
Fram is working with a growing financial planning firm that is looking to engage with an experienced Financial Adviser to take responsibility for an established client base across Devon. The position is employed with a competitive salary and bonus structure, and offers hybrid working with significant flexibility over how the diary is managed. The role involves providing holistic financial planning to a diverse group of clients through a mix of in-person meetings and video calls. With central paraplanning and administrative support, advisers are able to focus on relationship management, ongoing suitability, and the delivery of high-quality advice. This may appeal to a Diploma-qualified adviser who values working with an existing book rather than building a client base from scratch. It may also suit someone looking for a role where professional judgement is trusted, diary management is flexible, and the leadership team understands the practicalities of day-to-day advice work.


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