Financial Planner, Liverpool

Last update 2024-06-20
Expires 2024-07-20
ID #2070142996
Financial Planner, Liverpool
United Kingdom, Merseyside, Liverpool,
Modified March 13, 2024


My client is in the heart of Liverpool city centre and they are looking for an experienced Financial Planner to join their team and build and develop trusted relationships with current and potential clients.

The Role:
To build new client relationships and maintain and develop existing client relationships through
effective ongoing service to help minimize attrition, and to deliver new instructions and
referrals as a result of satisfied clients
Structure and lead client meetings in a professional manner, ensuring all information and
advice provided is up to date, technically accurate and meets clients’ needs
To ensure clients have the right advice to achieve their financial objectives, while understand
and considering the impact of factors such as retirement planning, inheritance, and tax
efficiency for individual clients
To look after and support client needs
To execute the annual Business Plan in line with agreed individual targets

About you:
Proven ability to deal with new and existing clients on a fee basis.
Ability to understand and communicate advice practices and processes clearly and effectively.
Ability to analyse client information and highlight requirements to make suitable
Technical/product knowledge and effective communication of wide ranging holistic financial
planning strategies & solutions.
A strong ethic of client and customer service.
Ability to work under pressure and to prioritise work.
Excellent communication skills, both written and verbal.
Experience of operating within a risk management framework together with a thorough
understanding of the risks and threats pertaining to a private client business.

Benefits include:
Competitive salary
Private medical insurance
Life assurance
Pension contribution
Hybrid working model (role dependent)
Generous holiday package
Option to purchase additional holiday
Shared parental leave

For more information please contact Graeme Hyland on 07896 933622 or email

Job details:

Job type: Full time
Contract type: Permanent
Salary type: Monthly
Occupation: Financial planner

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