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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