Financial Planner

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Job Description

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.

The Role:
  • 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
About You:
  • Chartered Financial Planner (or working towards)
  • Minimum 5 years experience
  • Strong technical knowledge
  • Excellent client relationship skills
  • Holds SPS
Benefits:
  • 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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Location:
Old Swan
Job Type:
FullTime
Category:
Finance And Insurance

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