Fram Search
Desk Based (Remote) Adviser
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We’re working with an established and growing financial services business that is looking to appoint an experienced Financial Adviser to join its team.
This is a desk-based advisory role, working directly with existing clients to provide clear, personalised advice across investments, pensions and protection. You’ll take ownership of client relationships, understand their financial goals and provide practical recommendations that genuinely add value.
The role will involve:
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- Conducting client reviews and financial assessments
- Providing tailored advice across investments, pensions and protection
- Building and maintaining strong, long-term client relationships
- Explaining recommendations clearly and confidently
- Keeping up to date with FCA requirements, legislation and market developments
- Working collaboratively with colleagues to deliver a high level of client service
We’re looking for:
- Level 4 Diploma in Financial Advice
- Previous experience as a Financial Adviser
- Strong technical knowledge and sound professional judgement
- Excellent communication and relationship-building skills
- A genuine commitment to providing high-quality client advice
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This is an excellent opportunity to join a well-established business with a strong client proposition and a growing advice function.
Interested?
Apply now for a confidential conversation and further details.
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