An excellent opportunity has arisen for an experienced Financial Planner to join a leading wealth management firm in Liverpool.

This role offers the rare opportunity to take over an established client bank with significant recurring income, alongside strong internal support and a structured environment.

• Managing an existing portfolio of clients
• Delivering holistic financial planning advice
• Conducting client reviews and maintaining relationships
• Identifying opportunities for growth and new business
• Working with paraplanners and admin support teams

• Chartered Financial Planner (or working towards)
• Minimum 5 years experience
• Strong technical knowledge
• Excellent client relationship skills
• Holds SPS

• Client bank provided (~£350k recurring income)
• Hybrid working (3 days office/client)
• Competitive salary + bonus
• Strong support structure
• Career progression opportunities

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