Jobs

    Independent Financial Advisor - Devon, United Kingdom - Fram Search

    Fram Search
    Fram Search Devon, United Kingdom

    2 weeks ago

    Default job background
    Description
    Plymouth - Hybrid
    A successful candidate will be a financial advisor already
    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.

    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
    Completing risk analyses
    Designing financial strategies
    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.


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