- £60-80k plus bonus
- Hybrid working
- Independent financial planning firm
Fram are working with an independent financial planning firm based in Gloucestershire. Due to the success of the firm and client flow they are looking for a financial planner to take over a client bank. The role is employed, and you are not required to bring any clients with you, but to maintain the book you are given as well as developing leads provided. As an advisor you will have dedicated chartered paraplanning and administration teams to support you. This is a great opportunity for an experienced advisor from either an independent or restricted background, who has experience looking after HNW individuals.
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.
Responsibilities included :
- Management of an existing portfolio of wealthy clients
- Conducting in-depth reviews of clients' financial circumstances, current provision, and future aims
- Analysing information and preparing plans best suited to individual clients' requirements
- Provision of ongoing servicing to existing clients as per our service proposition, including annual reviews and servicing.
- Researching the marketplace and providing clients with information on new and existing products and services
- Assisting clients to make informed decisions.
- Network with professional partners and introducers to identify private clients and high net-worth opportunities.
- Reviewing and responding to clients changing needs and financial circumstances
- Generation of new business opportunities.
The ideal candidate will be a chartered Financial planner or close to chartered status. You will have the technical knowledge and experience required to provide high-quality advice across all aspects of financial planning, including tax efficient investment planning, pensions and retirement planning, protection, and estate planning. You will be comfortable carrying out annual client reviews electronically or via face-to-face meetings, have excellent communication skills and high standards of literacy are essential as well as a thorough understanding of the Compliance, Legal, Statutory and Regulatory aspects impacting upon this area.