Job Description
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
JBRP1_UKTJ