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Private client financial planning director - liverpool

Liverpool (Merseyside)
Permanent
Financial planner
Posted: 2h ago
Offer description

Fram is working with a leading national wealth management firm that is looking to engage with a senior Financial Planner in the Liverpool region. The role sits at director level and is aligned with the firm’s continued focus on high-quality private client advice and long-term relationship-led growth. The position involves advising private clients with complex financial planning needs, including retirement, investment structuring, tax planning, and intergenerational wealth considerations. The firm is particularly interested in individuals who have built and sustained a strong client base and who are recognised for consistently high standards of advice. Alongside ongoing client work, the role includes contributing to the development of new relationships over time within a well-established national platform. This may appeal to an experienced Financial Planner who is commercially minded and driven, while still valuing a robust infrastructure and professional support. The environment suits individuals who enjoy autonomy, take ownership of client outcomes, and maintain momentum in a competitive private client market. The emphasis is on quality of advice, durability of client relationships, and alignment between adviser and firm. We are keen to speak with senior financial planning professionals who have a strong private client track record, demonstrable success in winning and retaining long-term client relationships, and an interest in shaping the next phase of their career within a leading wealth management business. Applicants must have the right to work in the UK.

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