Senior 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 firm is independent deals with cashflow planning, pension, investment, IHT and retirement planning. Conducting in-depth reviews of clients' financial circumstances, current provision, and future aims
Provision of ongoing servicing to existing clients as per our service proposition, including annual reviews and servicing.
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
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.


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