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Senior Financial Planner

2 months ago

Liverpool, United Kingdom Capio Recruitment Full time €75,000

Chartered Financial Planner
Salary: Up to £75,000 + Bonus

Our client is a well-established and highly respected Chartered Financial Planning firm based in Liverpool, renowned for delivering tailored financial advice and exceptional client service. Their team is committed to maintaining the highest professional standards, and we are dedicated to fostering long-term client relationships.
We are seeking a skilled and experienced Chartered Financial Planner to join this high-performing, tight-knit team. In this role, you will inherit an existing client bank, providing you with immediate opportunities to engage and develop client relationships. You will be responsible for offering comprehensive financial planning advice, tailored to the specific needs of each client. Developing financial plans that address clients’ individual goals in areas such as pensions, investments, estate planning, and protection.
Working closely with a dedicated back-office support team to ensure all client needs are met efficiently.
Ensuring all advice is compliant with regulatory requirements and in line with the firm's values.

Chartered Financial Planner status or equivalent qualification.
Demonstrable experience in providing comprehensive financial planning advice.
Strong technical knowledge across all areas of financial planning.
Competitive salary of up to £75,000 depending on experience
~ Bonus scheme
~ Full back-office support, allowing you to focus on client advice and relationship management.
~25 days holiday plus bank holidays.
~Private Medical Insurance (PMI).
~ Opportunities for ongoing professional development and career progression.