Financial Advisor

3 weeks ago


Liverpool, United Kingdom Page Personnel Finance Full time

We are working in partnership with a reputable business to recruit a full time, permanent Financial Advisor, to be based out of Liverpool.

**Client Details**

This organisation is an established but growing accountancy and business advisory practice. They offer a varied portfolio of services, and are investing in their wealth management offering, which is where this role will sit.

**Description**

As Financial Advisor, you will provide new and existing clients with exceptional services, providing advice around:

- Investment and portfolio advice
- Cashflow planning and modelling
- Pension and retirement planning
- Inheritance tax and estate planning
- Business investment and protection
- Life planning and goal setting
- Mortgage advice

**Profile**

The successful applicant for the Financial Advisor role must have the following skills and experience:

- Experience ideally working in an advisory role
- Diploma qualified
- Excellent communication skills
- Excellent relationship-building experience

**Job Offer**

As Financial Advisor you will get:

- Attractive salary negotiable depending on experience
- Commission scheme
- Hybrid working
- 25 days holiday
- Pension contribution
- Life assurance


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