Financial Planner

3 weeks ago

Gloucestershire, United Kingdom Fram Search Full time
Financial Planner Opportunity with Independent Firm

Fram Search is working with a reputable independent financial planning firm based in Gloucestershire, seeking an experienced Chartered Financial Planner to join their team.

About the Role

This is an employed position, where you will be responsible for managing an existing portfolio of high net worth clients, conducting in-depth reviews of their financial circumstances, and providing ongoing servicing to ensure their needs are met.

Key Responsibilities
  • Manage a portfolio of wealthy clients, providing specialist advice on financial planning and wealth management.
  • Conduct thorough reviews of clients' financial situations, identifying areas for improvement and developing tailored plans to meet their goals.
  • Research and recommend suitable products and services to clients, ensuring they are aware of the best options available.
  • Network with professional partners and introducers to identify new business opportunities and expand the client base.
  • Stay up-to-date with market trends and regulatory changes, ensuring compliance and delivering high-quality advice to clients.
Requirements

To be successful in this role, you will need to be a Chartered Financial Planner or close to achieving this status, with a strong understanding of financial planning principles, tax-efficient investment, pensions, and estate planning. Excellent communication and interpersonal skills are essential, as well as the ability to work independently and as part of a team.

This is a fantastic opportunity for an experienced financial planner to join a reputable firm and take on a challenging and rewarding role. If you are a motivated and ambitious individual with a passion for financial planning, we encourage you to apply.

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