Financial Planner

3 days ago

Liverpool, United Kingdom Attivo Group Full time

**Financial Planner - Liverpool**

Are you a currently working as a Financial Planner? Are you looking for a salaried position with all clients provided? Are you looking for a growing business that will invest in your future and supports the development of Financial Planners? If so, pleasekeep reading

Due to an exciting period of growth, Attivo Group is recruiting for a Financial Planner in Liverpool. This is a full time position and is based remotely, with travel required between our offices and clients as required.

The purpose of the role is to provide a high calibre, long term tax and financial planning services to clients of Attivo Financial Planning. Building strong client relationships and ensuring clients’ needs are satisfied compliantly and efficiently and tomaximise new business opportunities and retain the group’s growing client base.

We provide our advice and service through Attivo Financial Planning, one of the very few genuinely Independent, Chartered, Occupational Pension Specialist, financial planning firms in the UK. We aim to deliver the most professional, technically competent,independent advice and service to our clients. We want to be seen as a leader in the financial planning sector, to help change the standing of financial planning to be recognised as a genuine profession and to ensure we, and the profession, contribute positivelyto society and the economy.

**Main responsibilities**
- Attend client meetings, provide financial advice and make recommendations to help clients achieve their financial planning requirements
- Ensure the compliance procedure is adhered to at all times to protect and safeguard the company by meeting the regulatory aspects of the role
- Develop product, technical and regulatory knowledge to keep up to date with latest financial regulations

**Qualifications, skills and experience**
- Ideally CII Chartered status, we will consider Financial Planners who are working towards this
- Diploma in Regulated Financial Planning is essential for the role
- At least 3 years’ experience of working as a Financial Planner
- A proven track record providing high levels of service and advice
- Experience of working with high net worth clients would be beneficial
- Pension transfer qualification such as AF7 would be an advantage

**Salary and benefits**

Up to £80,000 depending on experience and qualifications, plus car allowance and bonus.

**Attivo Group also offers**:

- Excellent company benefits package including a non-contributory Pension Scheme, Private Medical Insurance, Income Protection, Critical Illness and Death in Service
- Generous holiday allowance, rising with length of service
- Discounted corporate gym membership
- Parking allowance for employees who live over 1.5 miles away from the office (Cheltenham only)
- Regular company social events
- Charity days
- Excellent culture, promoting employee wellbeing and engagement.

**Recruitment Policy**

Attivo Group Limited is committed to being an Equal Opportunities employer. If you require reasonable adjustments at any stage of the recruitment process, please let us know and we will endeavour to make the process as accessible and as fair as possible.

Attivo Group respectfully ask that agencies do not contact us in regard to posts advertised on this site.

**Privacy Policy**

If we have received your details in response to a recruitment initiative, we will store the personal information that either you have provided us with. We process that information because it is in our legitimate interests to do so in order for us to be ableto make an informed decision about whether to interview you and, ultimately, recruit you.

We believe that you would reasonably expect us to process your personal information in this way and that such processing does not have an impact on you in a way that would make this processing unfair. Where your personal information is kept as part of afile relating to prospective employees of Attivo Group, we will retain that information and any information relating to that matter. This is so that we can review the file if any complaints or issues arise after the recruitment process. The length of timethat we keep prospective employee files is usually 3 months after conclusion of the relevant recruitment process.

Please visit our website to view our full privacy policy for prospective employees.

  • Chartered Financial Planner

    18 hours ago

    Liverpool, United Kingdom Exchange Street Financial Services Full time

    **There's a reason why you're a Chartered Financial Planner.** You want to have as much knowledge as possible. You know it makes you a great adviser. And you want to put your knowledge and ability to the best possible use. That's where this opportunity comes in. **You'll get business from a joint venture with a corporate finance firm who have worked with...

  • Financial Planner

    2 months 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

    4 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

    4 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 months 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 months 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 Service Planner

    4 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...

  • Senior Financial Planner

    2 weeks ago

    Liverpool, Liverpool, United Kingdom Bond Rec Full time

    Job Title: Senior Financial PlannerWe are Bond Rec, a well-established firm of Chartered Financial Planners in Merseyside. We are seeking an experienced Senior Financial Planner to join our team due to the continued growth of our business.About the Role:The role of the Senior Financial Planner is to develop new and maintain existing business streams,...

  • Financial Planner

    6 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

    2 months 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

    2 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 Chartered Financial PlannerThe 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...

  • Chartered Financial Planner

    2 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 Chartered Financial PlannerThe 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...

  • Chartered Financial Planner

    2 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 Chartered Financial PlannerThe 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...

  • Chartered Financial Planner

    2 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 Chartered Financial PlannerThe 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...

  • Trainee Financial Planner

    5 days ago

    Liverpool, United Kingdom Attivo Group Full time

    **Trainee Financial Planner - Liverpool** *Are you looking for a rewarding career as a Financial Planner? Do you hold or are you close to achieving your CII Diploma in Regulated Financial Planning? Are you looking for a business that will invest in your future and support your ambition to become a Chartered Financial Planner? If so, please keep...

  • Chartered Financial Planner

    7 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...

  • Chartered Financial Planner

    2 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 Chartered Financial PlannerThe 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...

  • Financial Planner

    1 day ago

    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...

  • Financial Planner

    7 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...

  • Chartered Financial Planner

    2 weeks ago

    Liverpool, Liverpool, United Kingdom ZipRecruiter Full time

    Job OverviewWe are a respected firm of Chartered Financial Planners in Merseyside, seeking an experienced Asset Wealth Manager to join our team. Our clients rely on us for expert financial guidance and advice.The successful candidate will be responsible for developing new and maintaining existing business streams, as well as informing clients of financial...