Employed Chartered Financial Planner, Liverpool-Ref 12731

Ref 12731

£60k+ Basic salary (Negotiable) + Excellent Bonuses/Benefits OTE £100k+

My client is a modern thinking Wealth Management firm based in Liverpool. They are actively seeking a Chartered Financial Planner to join their financial planning team providing quality Financial Planning Advice. They have their own inhouse Investment management services.

This is an office-based position working closely with their Financial Planning team dealing with their High Net Worth clients and working with new and existing professional connections in the Liverpool area.

They will provide you with a client bank to manage and develop. They will want you to grow the client bank through referrals / networking. They will also want you to be proactive with their guidance to develop professional connection relationships to attract client work to the business. There is no need for you to have your own transferable client bank due to what is already in place, any income you do bring with you will be warmly welcomed and rewarded.

This position would suit a Level 6 Chartered qualified adviser or an adviser enroot to Chartered Status who is happy to be based at their Liverpool office and can evidence they have the required knowledge and relationship building skills internally/externally to be considered. The successful applicant will have excellent experience dealing with high net worth clients and will have a natural drive to manage and develop clients and will understand and believe in maintaining strong client relationships.

This firm is directly authorised. They will offer a good basic salary along with a full benefits package that includes an excellent bonus scheme that should see your income significantly.

Pease contact Andrew Nicholson at Recruit UK on tel no 01179170415 quoting ref 12731 for a more information on this role.

To apply for this job email your details to andrew.nicholson@recruitukltd.co.uk