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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

Fram Search is seeking an experienced Financial Planner to join our team in Glasgow. 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.
Requirements:
  • Chartered Financial Advisor (CFA) or close to achieving this status.
  • Competent Advisor Status (CAS) or equivalent.
  • Experience in financial planning and advice.
  • Strong business development skills.

Fram Search is a growing financial planning firm with a strong reputation for delivering excellent service to our clients. We offer a competitive salary, bonus scheme, and hybrid working arrangement. If you are a motivated and experienced Financial Planner looking for a new challenge, please apply today.

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