Financial Advisor

Fram Search

Posted 7 days ago, valid for a month

Plymouth, Devon PL8 2EQ

£30,000 - £60,000 per annum

Full Time

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Plymouth - Hybrid
Salary to £80k
Minimum level 4 qualification

Fram are working with an independent financial planning firm with offices across the UK. Due to a member of the team retiring, our client is looking for a financial advisor to take over a client bank covering the Plymouth area. The role is employed, and advisors are not required to bring clients with them, but to grow and develop the book for clients they are given. Advisors have dedicated paraplanning and administration teams to support them. This is a great opportunity for an experienced advisor from either an independent or restricted background, who will struggle to move clients from their current firm. 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 include:

Contacting clients and setting up meetings, either within an office environment or in clients' homes or business premises
Conducting in-depth reviews of clients' financial circumstances, current provision and future aims
Analysing information and preparing plans best suited to individual clients' requirements
Completing risk analyses
Researching the marketplace and providing clients with information on new and existing products and services
Designing financial strategies
Assisting clients to make informed decisions
Researching information from various sources, including providers of financial products
Reviewing and responding to clients' changing needs and financial circumstances
Keeping up to date with financial products and legislation.

A successful candidate will be a financial advisor already, hold the minimum level 4 qualification, and working towards chartered status. Advisers may have a background in specialising in certain areas, however they are happy offering advice to clients in all areas of advice.

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