Senior Financial Planner – Liverpool
Recruit Wealth is representing a fast‑growing, national financial planning company, privately equity backed, seeking an experienced Senior Financial Planner to serve existing high‑net‑worth clients and develop new client activity in the Liverpool area.
Responsibilities
* Provide pension and investment advice to high‑net‑worth clients.
* Develop new client relationships and lead generation.
* Manage a client bank of approximately 100–120 households following a recent acquisition.
* Collaborate with a dedicated back‑office team for full paraplanning and administrative support.
Qualifications
* Many years of financial planning experience with an exemplary track record.
* Demonstrated expertise in pension and investment advice.
* Experience servicing high‑net‑worth clients.
* Strong client relationship and business development skills.
Benefits
* Highly competitive salary £75,000 – £120,000 per year.
* Excellent bonuses and six‑figure earning potential.
* Full back‑office support.
* Home and office working fully supported.
Location & Working
Liverpool – home and office working supported.
Application
We are keen to speak to candidates promptly. Apply via Recruit Wealth.
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