Are you a qualified Financial Planner looking to join a progressive, Chartered firm committed to long-term client relationships and quality advice?
We’re a Top 100 IFA firm with a strong reputation for excellence. Due to continued growth, we’re now looking for a Financial Planner to join our team in Liverpool. This is a hybrid role, with a mix of office and remote working, designed to support work-life balance while keeping you connected to a modern, collaborative environment.
What you’ll do:
* Manage and grow a small, inherited client bank
* Generate new business through warm leads and referrals
* Deliver holistic, independent financial advice across pensions, investments, and protection
* Build long-term relationships and provide a first-class client experience
What we’re looking for:
* Level 4 Diploma in Financial Planning (minimum); Level 6/Chartered is a plus
* A relationship-led, client-first approach
* Comfortable developing new business alongside managing existing clients
What we offer:
* 25 days holiday + bank holidays + your birthday off
* Cycle to work scheme
* 10x Death in Service
* Private Medical Insurance (PMI)
* Modern, newly refurbished Liverpool office
* Chartered firm & Top 100 IFA recognition
* Membership access to NextGen Planners & CII
If you’re looking for the next step in your Financial Planning career and want to be part of a firm where your voice is heard and your impact is valued, we’d love to speak with you.
Apply now or message for a confidential chat.
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