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    Senior Financial Planner - London, United Kingdom - Fram Search

    Fram Search
    Fram Search London, United Kingdom

    2 weeks ago

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    Description


    The role is employedSalary will depend on advisor's background current package & client bookYou can be based anywhere in the UK but will need to attend meetings in LondonFram are working with a high-end wealth manager in central London.

    They are keen to speak to advisors who are unhappy with all the consolidations, acquisition within the market and want a stable home for them and their clients.

    The role is employed and looking for an advisor with an HNW/UHNW client following and a proven track record of developing business via their own network as well as referrals.

    This firm has clients across the UK, Jersey and parts of Europe and can deal with clients who have overseas pensions and tax queries.

    They offer paraplanning, administration and investment management support. 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 premisesConducting 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 advisor looking for a well-established, stable firm that is growing organically. Will have a client following, but also expand their book from internal referrals from the client. Salary will depend on advisor's background current package and client book. You can be based anywhere in the UK but would need to attend quarterly meetings in the London office.
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