Financial Planner
Salary
60000
Location
Job Type
Flexible Working|Full Time
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Job Title: Financial Planner
Industry: Financial Services
Location: Liverpool
Salary: £60,000
Job ref: 12731
Job Description:
Recruit UK are working on an excellent opportunity for a Financial Planner in Liverpool to join a Wealth Management firm.
My client is a modern thinking Wealth Management firm based in Liverpool. They are actively seeking a Financial Planner to join their financial planning team providing quality Financial Planning Advice. They have their own inhouse Investment management services. This is primarily 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 Chartered qualified adviser or an adviser enroute 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.
Looking for a Senior Financial Planner position at a well established Wealth Management company. Look no further.
What’s in it for you:
Basic salary £60,000 OTE £100k+
High Earnings incl Performance Bonuses
Full benefits package
Clients provided
Admin / Paraplanning support
Offices in Liverpool
Flexible working hours
Join friendly team
Skills and experience required:
Financial Planning Advice Experience
Level 4 Diploma qualified, enroute to Chartered
Recruiters contact info:
Name: Andrew Nicholson
Email: [email protected]
Tel: 01179170415
WhatsApp/Mobile: 07900914787
Job Reference: 12731
About Recruit UK:
As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with a Financial Advice firm based in Liverpool on a Financial Planner role.
Our commitment to you:
- Start every journey with a conversation to find out about you in-depth.
- Provide honest feedback on where you fit in the jobs market.
- Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you.
- Take a holistic mindfulness approach – career happiness is rarely just about the money.
- Cover the whole of the UK with a local touch through our regional teams.
- Never pester you.