Senior Financial Planner

2 weeks ago


Lancashire, United Kingdom Fram Search Full time

Hybrid - Lancashire/Preston area
Must be a financial advisor & hold the min level 4 qual with CII or CISI Fram are working with an independent financial planning firm with offices in Mayfair. Due to a member of the team recently retiring, our client is looking for a financial advisor to take over a book of circa 100 households in the Lancashire/Preston area. Contacting clients and setting up meetings, either within an office environment or in clients' homes or business premises
Conducting in-depth reviews of clients' financial circumstances, current provision, and future aims
Completing risk analyses
Designing financial strategies
Researching information from various sources, including providers of financial products
Reviewing and responding to clients changing needs and financial circumstances
Keeping up to date with financial products and legislation

Candidates must be a financial advisor already, hold the minimum level 4 qualification with either the CII or CISI, however chartered status or working towards with the CII is preferred.



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