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Chartered Financial Planner

2 months ago

Liverpool, Liverpool, United Kingdom Capio Recruitment Full time
Job Title: Chartered Financial Planner

Location: Liverpool

Salary: Up to £75,000 + Bonus

Our client, a well-established and highly respected Chartered Financial Planning firm, is seeking a skilled and experienced Chartered Financial Planner to join their high-performing team in Liverpool.

Key Responsibilities:

  • Manage and nurture an existing client bank, ensuring continued trust and satisfaction.
  • Develop comprehensive financial plans tailored to clients' individual goals in areas such as pensions, investments, estate planning, and protection.
  • Conduct regular reviews and maintain ongoing client relationships.
  • Work closely with a dedicated back-office support team to ensure all client needs are met efficiently.
  • Ensure all advice is compliant with regulatory requirements and in line with the firm's values.

Requirements:

  • Chartered Financial Planner status or equivalent qualification.
  • Demonstrable experience in providing comprehensive financial planning advice.
  • Strong technical knowledge across all areas of financial planning.
  • Excellent interpersonal skills and the ability to build and maintain client relationships.
  • Ability to work independently, with a proactive and client-focused approach.

Benefits:

  • Competitive salary of up to £75,000 depending on experience
  • Bonus scheme
  • Inheritance of an established client bank.
  • Full back-office support, allowing you to focus on client advice and relationship management.
  • 25 days holiday plus bank holidays.
  • 10x death in service cover.
  • Private Medical Insurance (PMI).
  • Opportunities for ongoing professional development and career progression.