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Financial Planning Expert

2 months ago

Glasgow, Glasgow City, United Kingdom Fram Search Full time

Financial Planning Role
======================

**About the Role**
-------------------

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

**Key Responsibilities**
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* Conduct in-depth reviews of clients' financial circumstances, current provision, and future aims
* Analyze information and prepare plans best suited to individual clients' requirements
* Research the marketplace and provide clients with information on new and existing products and services
* Design financial strategies and assist clients in making informed decisions
* Keep up to date with financial products and legislation

**Requirements**
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* Chartered financial advisor or close to achieving Competent Advisor Status (CAS)
* Experience in specialising in certain areas, but happy to offer advice in all areas of advice

**What We Offer**
----------------

* Excellent salary and bonus scheme
* Hybrid working arrangement
* Opportunity to work with a successful senior planner and a growing financial planning firm

**About Us**
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Fram Search is a growing financial planning firm with an office based in central Glasgow. We are directly authorised and have a excellent paraplanning and admin support team in place.

**Contact Us**
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If you are a motivated and experienced financial advisor looking for a new challenge, please get in touch with us to discuss this opportunity further.