Financial Planner - London

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• Hybrid
• Clients to manage
• Competitive salary

Fram are working with a boutique investment firm who have a financial planning division in London’s west end. Due to organic growth, our client is looking for a financial advisor ( ideally chartered or close too ) to work alongside another planner and team of Investment managers to give holistic financial advice to their client. The role is employed, and advisors are not required to bring clients with them, but to grow and develop existing relationship. This is a great opportunity for a newly qualified Chartered Advisor from either an independent or restricted background, who will struggle to move clients from their current firm or a Chartered Paraplanner/Trainee Advisor who is looking for that next step.

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 :

• 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 likely candidate will be an experienced Chartered PP looking for that next step or a newly trainee advisor who has just reached chartered status or close too but is not getting enough client exposure. If you are an experienced chartered advisor, I would still like to hear from you too.