Chartered Financial Planner

Fram is working with a leading financial planning firm who are looking to engage with an experienced Financial Planner to join its London advisory team. The firm is seeking someone who enjoys combining high-quality financial planning with the ongoing development of long-term client relationships within a well-supported and established business.

The role involves delivering holistic advice across pensions, investments, retirement planning, tax, and estate planning, while continuing to build relationships through professional networks, referrals, and introducers. The successful individual will be expected to play an active role in the continued growth of their client portfolio over time.

The business provides a strong operational platform, dedicated paraplanning and administrative support, and a recognised brand, allowing advisers to focus on clients and developing their practice. The environment is collaborative, professional, and centred on delivering exceptional client outcomes.

This may appeal to an experienced Financial Planner or Chartered Financial Planner who has a demonstrable track record of winning and retaining client relationships. The firm is particularly interested in individuals who have established a strong professional network and who enjoy the commercial side of financial planning, alongside delivering thoughtful, long-term advice. Strong communication skills, a stable career history, and a client-focused approach will be important.

Applicants must have the right to work in the UK.