Financial Planner

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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:
United Kingdom
Job Type:
FullTime
Category:
Banking