Financial Planner

5 months ago

Liverpool, United Kingdom Idex Full time

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
recommendations
- 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

Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.

**Our Diversity, Equity and Inclusion Mission**

At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.

  • Financial Planner

    3 weeks ago

    Liverpool, United Kingdom Bond Rec Full time

    Our client is a well respected firm of Chartered Financial Planners in Merseyside, Due to the continued growth of the business they are looking to recruit an experienced Financial Planner The role of the Financial Planner is to develop new and maintain existing business streams, and to inform Clients of financial strategies and plans appropriate to their...

  • Financial Planner

    3 weeks ago

    Liverpool, United Kingdom Bond Rec Full time

    Our client is a well respected firm of Chartered Financial Planners in Merseyside, Due to the continued growth of the business they are looking to recruit an experienced Financial Planner The role of the Financial Planner is to develop new and maintain existing business streams, and to inform Clients of financial strategies and plans appropriate to their...

  • Financial Planner

    3 weeks ago

    Liverpool, United Kingdom Bond Rec Full time

    Our client is a well respected firm of Chartered Financial Planners in Merseyside, Due to the continued growth of the business they are looking to recruit an experienced Financial Planner The role of the Financial Planner is to develop new and maintain existing business streams, and to inform Clients of financial strategies and plans appropriate to their...

  • Financial Planner

    3 weeks ago

    Liverpool, United Kingdom Bond Rec Full time

    Our client is a well respected firm of Chartered Financial Planners in Merseyside, Due to the continued growth of the business they are looking to recruit an experienced Financial Planner The role of the Financial Planner is to develop new and maintain existing business streams, and to inform Clients of financial strategies and plans appropriate to their...

  • Financial Planner

    3 weeks ago

    Liverpool, United Kingdom Bond Rec Full time

    Our client is a well respected firm of Chartered Financial Planners in Merseyside, Due to the continued growth of the business they are looking to recruit an experienced Financial Planner The role of the Financial Planner is to develop new and maintain existing business streams, and to inform Clients of financial strategies and plans appropriate to their...

  • Financial Planner

    2 weeks ago

    Liverpool, United Kingdom Bond Rec Full time

    Job Description Our client is a well respected firm of Chartered Financial Planners in Merseyside, Due to the continued growth of the business they are looking to recruit an experienced Financial Planner The role of the Financial Planner is to develop new and maintain existing business streams, and to inform Clients of financial strategies and plans...

  • Financial Service Planner

    3 weeks ago

    Liverpool, United Kingdom Bond Rec Full time

    Our client is a well respected firm of Chartered Financial Planners in Merseyside, Due to the continued growth of the business they are looking to recruit an experienced Financial Planner The role of the Financial Planner is to develop new and maintain existing business streams, and to inform Clients of financial strategies and plans appropriate to their...

  • Financial Planner

    5 months ago

    Liverpool, United Kingdom Ortus PSR Full time

    We are proud to represent a prestigious financial planning firm who are looking for an experienced Financial Planner to join the team. Renowned for its excellence and innovation in the industry, our client is an award-winning leader in the financial services sector, operating at the forefront of innovation. With a track record of success, they are committed...

  • Financial Planner

    3 weeks ago

    Liverpool, UK, Merseyside, United Kingdom Bond Rec Full time

    Our client is a well respected firm of Chartered Financial Planners in Merseyside, Due to the continued growth of the business they are looking to recruit an experienced Financial Planner The role of the Financial Planner is to develop new and maintain existing business streams, and to inform Clients of financial strategies and plans appropriate to their...

  • Chartered Financial Planner

    6 months ago

    Liverpool, United Kingdom Attivo Group Full time

    **Chartered Financial Planner - Liverpool** **About Attivo**: Attivo are Lifestyle Financial Planners. We’re a privately owned company. We prefer it that way. It means we’re free to do what we feel is best for our clients and our people. Our work is all about our clients. We pride ourselves on being completely transparent, open and honest - an approach...

  • Strategic Financial Planner

    4 weeks ago

    Liverpool, Liverpool, United Kingdom NMS Recruit Full time

    We are partnering with a highly respected Financial Services firm based in Liverpool to secure a Strategic Financial Planner. This is a full-time opportunity for a wealth management professional who can drive business growth and deliver exceptional results.About the CompanyNMS Recruit is proud to support our client, a leading Financial Services firm, in...

  • Financial Planner

    5 months ago

    Liverpool, United Kingdom Eventus Finance Full time

    Eventus Recruitment are seeking Self-employed Financial Planners behalf of one of the most reputable Directly Authorised Financial Planning firm in the UK. Offering some of the best Advisor support in the marketplace, and with over £1/3 Billion of Assets Under Management, this is an exciting time for the business, it’s clients and advisers alike. We are...

  • Investment Planner

    4 days ago

    Liverpool, United Kingdom Bond Rec Full time

    About YouWe are looking for a highly skilled Investment Planner who can bring a wealth of experience and knowledge to our team. As a key member of our financial services division, you will be responsible for delivering high-quality investment solutions to our clients.As an Investment Planner, you will have the opportunity to work closely with our senior...

  • Financial Planner- Equity option

    3 weeks ago

    Liverpool, United Kingdom Ferguson Dean Full time

    The Liverpool office of a leading national Financial Planning practice are looking for Financial Planners across the North West to join their team. Working on clients in the £500k plus space, they are able to reward successful business originators with leading salary, bonus, client buy out and potential equity. Earnings will be comfortably above £100k,...

  • Financial Planner- Equity option

    3 weeks ago

    Liverpool, United Kingdom Ferguson Dean Full time

    The Liverpool office of a leading national Financial Planning practice are looking for Financial Planners across the North West to join their team. Working on clients in the £500k plus space, they are able to reward successful business originators with leading salary, bonus, client buy out and potential equity. Earnings will be comfortably above £100k,...

  • Financial Planner- Equity option

    2 weeks ago

    Liverpool, United Kingdom Ferguson Dean Full time

    Job Description The Liverpool office of a leading national Financial Planning practice are looking for Financial Planners across the North West to join their team. Working on clients in the £500k plus space, they are able to reward successful business originators with leading salary, bonus, client buy out and potential equity. Earnings will be comfortably...

  • Financial Planning Specialist

    5 days ago

    Liverpool, Liverpool, United Kingdom Bond Rec Full time

    At Bond Rec, we're looking for an experienced Financial Planner to join our team and contribute to the growth of our business. As a Chartered Financial Planner, you'll play a key role in developing new and maintaining existing business streams, providing Clients with tailored financial strategies and plans to meet their needs and objectives.The Financial...

  • Financial Planner- Equity option

    3 weeks ago

    Liverpool, UK, Merseyside, United Kingdom Ferguson Dean Full time

    The Liverpool office of a leading national Financial Planning practice are looking for Financial Planners across the North West to join their team. Working on clients in the £500k plus space, they are able to reward successful business originators with leading salary, bonus, client buy out and potential equity. Earnings will be comfortably above £100k,...

  • Financial Planning Expert for Business Growth

    6 days ago

    Liverpool, Liverpool, United Kingdom Bond Rec Full time

    Bond Rec, a respected firm of Chartered Financial Planners in Merseyside, seeks an experienced Financial Planner to drive business growth and provide expert financial advice.Key ResponsibilitiesDevelop and maintain client relationships to achieve business targetsBuild internal relationships to support business growthPromote the company's profile within the...

  • Senior Paraplanning Professional

    4 weeks ago

    Liverpool, Liverpool, United Kingdom Exchange Street Claims & Financial Services Full time

    At Exchange Street Claims & Financial Services, we offer a unique opportunity for an experienced Paraplanner to join our team. As a key member of our financial planning department, you will play a vital role in delivering exceptional client service and contributing to the growth of our business.About the RoleWe are seeking a highly skilled and motivated...