Chartered Financial Planner

3 weeks ago


United Kingdom Fram Executive Search Limited Full time
Fram are working on a great opportunity to join a growing Financial Planning firm based in Essex. Our client is looking to hire a Chartered or close to Financial planner to join their established team. The role is hybrid, with the option of a condensed week and flexibility for school drops offs, excellent pension, and other benefits. The role is to take some client off one of the directors to free them up in the Suffolk and Ipswich area. However, they would like an advisor who over time can also develop their own clients and even move a small book themselves. The firm is independent deals with cashflow planning, pension, investment, IHT and retirement planning. This is a great opportunity for an experienced advisor who has a small client following that they cannot move straight away due to a non-approach clause, but who wants to be able to service clients in the meantime without starting from scratch.
They are looking for candidate who can :

  • Management of an existing portfolio of wealthy clients
  • Conducting in-depth reviews of clients' financial circumstances, current provision, and future aims
  • Analysing information and preparing plans best suited to individual clients' requirements
  • Provision of ongoing servicing to existing clients as per our service proposition, including annual reviews and servicing.
  • Researching the marketplace and providing clients with information on new and existing products and services
  • Assisting clients to make informed decisions.
  • Network with professional partners and introducers to identify private clients and high net-worth opportunities.
  • Reviewing and responding to clients changing needs and financial circumstances
  • Generation of new business opportunities.
The ideal candidate will be a Chartered Financial Planner or close to Chartered status. You will have the technical knowledge and experience required to provide high-quality advice across all aspects of financial planning, including tax efficient investment planning, pensions and retirement planning, protection, and estate planning. You will also be comfortable carrying out annual client reviews electronically or via face-to-face meetings.

JBRP1_UKTJ



  • United Kingdom Fram Executive Search Limited Full time

    Fram are working on a great opportunity to join a growing Financial Planning firm based in Essex. Our client is looking to hire a Chartered or close to Financial planner to join their established team. The role is hybrid, with the option of a condensed week and flexibility for school drops offs, excellent pension, and other benefits. The firm is independent...


  • United Kingdom NJR Recruitment Full time

    NJR Recruitment is delighted to be working with a well established firm of Independent Financial Planners who are looking to expand their advising team in South Yorkshire. This role will suit an experienced Advisor who has delivered face to face advice on a variety of financial products, including Pensions and Investments, in an independent setting. The...

  • Financial Advisor

    7 months ago


    United Kingdom Quilter Financial Planning Full time

    If you are an experienced Financial Advisor seeking a more supported role then this could be the opportunity for you!This is a fantastic opportunity that will suit any experienced Financial Adviser, whether you come from an independent or a banking background who is frustrated in finding new clients and completing all the admin tasks that come with being a...

  • Financial Planner

    3 weeks ago


    united kingdom Greatmans Consulting Ltd Full time

    Financial Planner - Book of HNW clients to take on.


  • united kingdom Nigel James Associates Ltd Full time

    Role Nigel James Associates is thrilled to partner with a leading national wealth manager to recruit for an experienced Financial Planner for their Birmingham office. This role offers an exciting opportunity which will see you inherit part of a portfolio of HNW clients. Given you will be working with both HNW and UHNW individuals, this position requires...


  • United Kingdom Ferguson Dean Limited Full time

    This position provides the perfect balance of autonomy and collaboration, allowing you to make a significant impact within a dynamic financial planning team. With a hybrid working policy, you can enjoy the flexibility of working from home two days a week, while still engaging with your team in the office. This role also offers continuous professional...

  • RTPI Planner

    4 weeks ago


    United Kingdom Studio Charrette Full time €40,000

    JOB TITLE: HOME BASED TOWN PLANNER ROLE TBD – £40,000 Full-time, Salary and Commission Studio Charrette are expert planning consultants, architects with over 30 years’ experience. We are a national company that is growing exponentially with customers throughout England. One of our unique selling points is that we can help our clients with every phase...

  • Senior Planner

    3 weeks ago


    United Kingdom Fawkes & Reece Full time

    An exciting opportunity has arisen for a Senior Planner to join a leading name in Main Contracting to work on various Major Projects in and around Central London. Our client has an exceptional name across the industry and are a great company to work for due to their excellent financial position and their strong pipeline of work ahead. They operate across a...


  • United Kingdom Undisclosed Full time

    We are working with a growing FinTech firm based in London who deliver institutional level solutions to highly sophisticated private investors. This is one of the most exciting FinTechs that have launched in the last decade and already have significant Assets on board. Their culture is progressive, collegiate and is best described as high performance but low...


  • United Kingdom NJR Recruitment Full time

    NJR Recruitment is delighted to be working with a well established firm of Independent Financial Planners who are looking to expand their advising team in South Yorkshire. This role will suit an experienced Advisor who has delivered face to face advice on a variety of financial products, including Pensions and Investments, in an independent setting. The...


  • United Kingdom Fawkes & Reece Full time

    An exciting opportunity has arisen for a Senior Planner to join a leading name in Main Contracting to work on various Major Projects in and around Central London. Our client has an exceptional name across the industry and are a great company to work for due to their excellent financial position and their strong pipeline of work ahead. They operate across a...

  • Admin/Office

    3 weeks ago


    United Kingdom Fram Executive Search Limited Full time

    Fram Search are working on an exciting opportunity for a Financial Planning Administrator to join a Chartered financial planning firm in Dorset. The role is to work directly with one advisor, who is based across two offices and building a book of client. We have placed a few candidates with this firm and have received excellent feedback on the company's...

  • Trainee Paraplanner

    3 weeks ago


    United Kingdom Fram Executive Search Limited Full time

    Our client is an independent financial planning firm who are committed to providing excellent customer service to clients, contributing to the community, and fostering a collaborative and rewarding workplace. Due to internal movement, they are looking to hire either a trainee or experienced Paraplanner to provide comprehensive support to the Financial...


  • united kingdom Tempest Jones Recruitment Full time

    Senior Chartered Building Surveyor Newcastle or Teesside Competitive salary + car allowance & package Our client has been in property for over two centuries and has continued to grow and evolve with the industry. They are owned and run by a group of commercial property experts, who provide property consultancy services for owners, occupiers, investors,...


  • United Kingdom mbf Full time

    We’re currently partnering with a global financial services business, with offices across the UK, to recruit for an experienced Paraplanner to join their team. This role offers the flexibility of remote work, allowing you to support high-quality financial advice from the comfort of your home. Our client is a globally recognised leader in financial...


  • United Kingdom Clayton Davies Full time

    What’s on Offer? 🤝Base Salary: c.£60,000Holidays: 25 Days Holiday + Bank Holidays (increases with service)Remote Working Life AssuranceOur client, a highly successful and growing wealth management firm, are looking for a Training and Competence Manager to join the business. In this role, you will be provided with the opportunity to join a growing...


  • United Kingdom Clayton Davies Full time

    What’s on Offer? 🤝Base Salary: c.£60,000Holidays: 25 Days Holiday + Bank Holidays (increases with service)Remote Working Life AssuranceOur client, a highly successful and growing wealth management firm, are looking for a Training and Competence Manager to join the business. In this role, you will be provided with the opportunity to join a growing...


  • United Kingdom Abacus Professional Recruitment Full time

    Abacus Professional Recruitment is seeking a skilled Financial Services Coordinator to support our team in Holywood.As a leading recruitment agency in the financial sector, we manage relationships with top financial planning firms and manage over £7bn in assets for 14,000 clients.Manage client contact strategies and maintain high standards of...


  • United Kingdom mbf Full time

    We’re currently partnering with a global financial services business, with offices across the UK, to recruit for an experienced Paraplanner to join their team. This role offers the flexibility of remote work, allowing you to support high-quality financial advice from the comfort of your home.Our client is a globally recognised leader in financial services,...


  • United Kingdom mbf Full time

    We’re currently partnering with a global financial services business, with offices across the UK, to recruit for an experienced Paraplanner to join their team. This role offers the flexibility of remote work, allowing you to support high-quality financial advice from the comfort of your home.Our client is a globally recognised leader in financial services,...