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Financial Advisor

2 months ago

Glasgow, Glasgow City, United Kingdom Fram Search Full time
{"title": "Financial Planner Role", "content": "Join Our Team as a Financial Planner

We are seeking an experienced Financial Planner to join our team at Fram Search. As a Financial Planner, you will be responsible for providing clients with specialist advice on how to manage their money.

Key Responsibilities:
  • Contact clients and set up meetings to discuss their financial circumstances and goals.
  • Conduct in-depth reviews of clients' financial situations and provide personalized recommendations.
  • Research and analyze financial products and services to ensure clients are aware of the best options available.
  • Design and implement financial strategies to help clients achieve their goals.
  • Assist clients in making informed decisions about their financial futures.
  • Stay up-to-date with financial products and legislation to provide expert advice.

About the Role:

This is an excellent opportunity to join a growing financial planning firm with a strong reputation for providing high-quality advice. As a Financial Planner, you will have the opportunity to work with a successful senior planner and contribute to the growth and success of the firm.

Requirements:

We are looking for an experienced Financial Planner who is chartered or close to achieving Competent Advisor Status (CAS). You will have a strong background in financial planning and a proven track record of providing excellent advice to clients.

What We Offer:

We offer a competitive salary and bonus scheme, as well as opportunities for professional development and growth. If you are a motivated and experienced Financial Planner looking for a new challenge, we would love to hear from you.

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