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Financial Planner

3 months ago

Liverpool, Liverpool, United Kingdom Synchronicity Group Full time

We are working with an industry-leading national Wealth Manager who are looking for an experienced Financial Planner to join their highly successful team in Liverpool.

The role would be taking over some existing clients and then with leads, referrals andprofessional introducers there is ample to build business quickly.

To considered for the role you would have experience of dealing with HNW clients and ideally already having some professional introducer relationships in place to build business from.

You needto be Level 4 qualified as a minimum and if not Chartered already, working towards it.


This is a brilliant opportunity to work for a standout company in the wealth planning/management space that can offer plenty of exciting career prospects/scope.

They would look to offer a highly attractive basic salary and competitive bonuses and benefitsalongside a flexible working from home arrangement.

You will be required to be in the office a couple of times a week but they are open to how this would look.


We cannot recommend this company enough having a lot of success with them over the years placing some truly talented people with them.

If you are interested in finding out more please submit your CV or get in touch.