Financial Advisor

7 months ago


London, United Kingdom Fram Search Full time

Hybrid working
- Client book given
- Established firm

Fram are working with a boutique financial planning firm based in based in the city. Due to organic growth, our client is looking for a financial advisor to work alongside another planner and Investment manager to give holistic financial advice to their client. The role is employed, and although the role comes with a book of clients the advisor will need to have a proven track record of developing business via their own network as well as developing an existing book. This is a great opportunity for a qualified advisor from either an independent or restricted background.

The role is to provide clients with specialist advice on how to manage their money. It will involve researching the marketplace and recommending the most appropriate products and services available, ensuring that clients are aware of products that best meet their needs. Our client also has their own inhouse investment proposition.

Responsibilities included:

- 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
- analysing information and preparing plans best suited to individual clients' requirements
- completing risk analyses
- researching the marketplace and providing clients with information on new and existing products and services
- designing financial strategies
- assisting clients to make informed decisions.
- 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



  • London, Greater London, United Kingdom Online Mortgage Advisor Full time

    Join Our TeamWe are looking for experienced mortgage advisors to join our team at Online Mortgage Advisor. As a Senior Financial Advisor, you will be responsible for providing high-quality mortgage advice to clients across the UK.Estimated Salary: £45,000 - £65,000 per annum (dependent on experience and qualifications)Company OverviewWe are a...


  • London, Greater London, United Kingdom Online Mortgage Advisor Full time

    About This RoleWe are seeking an experienced self-employed mortgage advisor to join our team. As a financial channel advisor, you will be responsible for providing high-quality advice to our clients, managing referrals, and developing strong relationships with our partners.Responsibilities:Providing expert mortgage advice to clients, utilizing our...


  • London, Greater London, United Kingdom Aether Financial Full time

    A career as a Financial Advisor Senior at Aether Financial offers the opportunity to develop your skills and expertise in personal taxation and private client work.As a key member of the team, you will be responsible for:Preparation of accurate and timely tax returns;Delivery of high-quality tax advice to clients;Support to partners on project...


  • London, Greater London, United Kingdom Financial Divisions Full time

    Senior Financial Advisor OpportunityWe are looking for a highly motivated and experienced Senior Financial Advisor to join our team in London. This is an exciting opportunity for a self-motivated individual with a passion for delivering excellent client service and driving business growth.The successful candidate will have 3 years of advising experience, be...


  • London, Greater London, United Kingdom Quilter Financial Planning Full time

    Fulfilling Career OpportunitiesWe are seeking ambitious and driven individuals to join our team at Quilter Financial Planning. As a leading financial services business, we offer a unique opportunity for advisors to work on both employed and self-employed basis.Our strong network of advisors spans across the UK, providing office and field-based roles for...

  • Financial Advisor

    1 week ago


    London, Greater London, United Kingdom St. James's Place Financial Adviser Academy Full time

    Job OverviewWe are seeking a motivated and ambitious individual to join our team as a financial advisor. This is an excellent opportunity for someone looking to launch a rewarding career in the financial services industry.The successful candidate will have a strong track record of success in their existing career or business, with a proven ability to develop...


  • London, Greater London, United Kingdom Quilter Financial Planning Full time

    Are you looking for a challenging and rewarding career as a Financial Services Advisor? Quilter Financial Planning has an exciting opportunity for a self-employed advisor to join our team at Mortgage Theory Ltd.This company prioritises flexible working, providing staff with the option to work from home. As a result, we are seeking an experienced individual...


  • London, Greater London, United Kingdom P10 Financial Group Full time

    We are seeking a Senior Financial Advisor to join our team at P10 Financial Group. Based in London, this role offers a competitive salary of £80,000 - £100,000 per annum.The successful candidate will be responsible for advising high net worth clients and high growth businesses on debt advisory operations with banks or lenders. They will also be required to...


  • London, Greater London, United Kingdom Financial Divisions Full time

    Job Summary: High net worth individuals seek a trusted financial advisor to manage their wealth and provide expert guidance on investments, retirement planning, and more. At Financial Divisions, we're looking for a skilled and experienced financial advisor to join our team as a Senior Wealth Manager. If you have 3+ years of experience in financial planning...


  • London, Greater London, United Kingdom Financial Divisions Full time

    Job SummaryWe are seeking a Technical Paraplanner and Financial Advisor to join our team as a Senior Financial Planning Expert. This role offers an exceptional opportunity to work with a highly respected London-based business, driving success through technical expertise and people skills.Key Responsibilities:Creating advice plans and delivering them to new...

  • Financial Advisor

    2 days ago


    London, United Kingdom Vision-FS Recruitment Full time

    **Financial Advisor | Independent Financial Advisor** **£50,000 - £85,000 | Un-Capped Bonus** **Client Book Provided** **London| Surrounding area** **YOUR NEW COMPANY** An exciting opportunity has become available with a Financial Advice business who are growing its national offering across the country. The business is looking to grow its Diploma...


  • London, Greater London, United Kingdom Financial Divisions Full time

    **Job Summary:**We are seeking a Financial Services Manager to join our team at Financial Divisions in London. This is an exciting opportunity to lead a team of financial advisors and drive business growth through strategic planning and execution.As a Financial Services Manager, you will be responsible for managing a team of advisors, developing business...


  • London, Greater London, United Kingdom Quilter Financial Planning Full time

    Career OverviewWe are seeking ambitious individuals to embark on a rewarding career as self-employed financial advisers. This opportunity is perfect for those looking to transition into a new industry or return to work after a break.The role offers flexibility for work-life balance and family commitments, excellent financial rewards with opportunities for...

  • Financial Advisor

    5 days ago


    London, United Kingdom Vision-FS Recruitment Full time

    **Financial Advisor | Independent Financial Advisor** **London and Nationwide Roles** **Level 4 Diploma | CF30 Financial Advisor** **£60,000 - £120,000 | Un-Capped Earnings Potential** **YOUR NEW COMPANY** This is an award-winning UK Financial Advisor | Wealth Manager which has rapidly grown into a national business, offering Financial Advice and...


  • London, Greater London, United Kingdom Financial Divisions Full time

    **Job Description:**We are looking for an Executive Wealth Advisor to join our team at Financial Divisions in London. This is an excellent opportunity to take your career to the next level and work with a dynamic team of advisors who share your passion for delivering exceptional client service.As an Executive Wealth Advisor, you will be responsible for...


  • London, Greater London, United Kingdom Salisbury Financial Services Full time

    We are an equal opportunities employer promoting diversity and inclusivity. Our interview selection process is free from discrimination, and we welcome applications from individuals who share our values.We are seeking a Trainee Financial Advisor to join our team in Gerrards Cross. As an administrator, you will be responsible for providing support to our...


  • London, Greater London, United Kingdom Financial Conduct Authority Full time

    Key ResponsibilitiesThe Senior Financial Conduct Authority Advisor will be responsible for heading up the strategic analysis of incidents in prioritised firms arising from cyber-attack or technology disruption. They will also undertake peer comparison and analysis of the maturity of firms' technology and cyber environment in relation to other firms in the...

  • Financial Advisor

    5 days ago


    London, United Kingdom Premier Jobs UK Limited Full time

    This employed Financial Advisor job in London provides the opportunity to be provided with clients and join a growing business As a Financial Advisor, you will be provided with existing clients to takeover their ongoing servicing and ensure they receive excellent continuity of financial planning service. In addition, the business is active in acquiring...

  • Financial Advisor

    7 months ago


    London, United Kingdom Premier Jobs UK Full time

    This home based Financial Advisor job provides a continuous flow of leads and referrals for you to build a significant client bank You will benefit from access to a highly successful, nationwide mortgage brokerage with over 500 Mortgage Advisors, who are incentivised to refer you financial planning leads! There will be no pressure put on you to...

  • Financial Advisor

    1 day ago


    London, United Kingdom Premier Jobs UK Limited Full time

    This Financial Advisor job in West London has clients provided and opportunity to build on your career You will be provided with a book of circa 40 clients for you to proactively engage with and provide financial planning advice. Plus, the business is actively looking to acquire clients and would be able to pass some of these onto you for servicing. In...