Homebased / Office
Level 4 qualification through either CII or CISI
Develop an existing book of clients

Fram is partnering with a well-respected, independent financial planning firm with offices across the UK. As part of their recent restructuring within the London team, they are now seeking an experienced financial advisor to take over an established client book of around 100 households, covering London, Buckinghamshire, Oxfordshire, and Surrey. Why This Role? This is a rare chance to inherit a solid client base without the pressure of bringing clients with you. Your role will be to grow and develop these relationships, with full support from dedicated paraplanning and administration teams. Whether you come from an independent or restricted background, this opportunity is perfect for an advisor who may face challenges in moving clients from their current firm. Key Responsibilities:

Building and nurturing client relationships through face-to-face or remote meetings in the office, clients’ homes, or business premises.
Conducting comprehensive financial reviews to understand clients' current circumstances, financial goals, and future aspirations.
Developing tailored financial strategies by analysing clients' needs and completing risk assessments.
Recommending the most suitable products and services available in the marketplace to meet each client's needs.
Staying informed of industry trends, product offerings, and legislative changes to ensure the best advice is always provided.
Proactively responding to changes in clients' financial circumstances, offering guidance and solutions accordingly.
Supporting clients in making informed decisions through expert research and advice.

What We’re Looking For:

A qualified financial advisor, holding at least a Level 4 qualification through either CII or CISI (chartered status or working towards it is preferred).
Someone who excels in delivering holistic financial advice, regardless of any specific area of expertise.
A self-motivated professional eager to grow and develop an existing book of clients while ensuring outstanding service.

What You’ll Get:

A fully employed role with no client acquisition required.
Competitive bonus
Inherited client book with ample room for growth and development.
Full paraplanning and admin support, allowing you to focus on delivering top-tier advice.
The chance to make a meaningful impact while advancing your career in a supportive, professional environment.

This is an exceptional opportunity for an experienced advisor who wants to focus on providing excellent client service and developing a book of business, without the pressure of bringing clients from a previous firm.

Financial Advisor

Financial Planner

Financial Planner

Financial Planner